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True Wealth Design’s Citizens Financial Services CZFS Stock Holding History

True Wealth Design’s Portfolio CZFS Stock Details CZFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145 Buy
2
+1
+100% +$66 ﹤0.01% 2499
2026
Q1 		$62 Hold
1
– – ﹤0.01% 2537
2025
Q4 		$58 Hold
1
– – ﹤0.01% 2404
2025
Q3 		$61 Hold
1
– – ﹤0.01% 2545
2025
Q2 		$60 Hold
1
– – ﹤0.01% 2348
2025
Q1 		$59 Buy
+1
New +$60 ﹤0.01% 2346

Other funds holding CZFS

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's CZFS Position: Q2 2026 in Review

True Wealth Design increased its Citizens Financial Services (CZFS) stake by 100% in Q2 2026, buying an estimated $66 and bringing the position to 2 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

True Wealth Design first reported a position in CZFS in Q1 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • True Wealth Design held 2 shares of Citizens Financial Services worth $145 as of Q2 2026.
  • True Wealth Design bought 1 Citizens Financial Services share in Q2 2026, an estimated $66.
  • Citizens Financial Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2499 holding.
  • True Wealth Design first reported a position in Citizens Financial Services in Q1 2025 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.