Versant Capital Management
CZFS icon

Versant Capital Management’s Citizens Financial Services CZFS Stock Holding History

Versant Capital Management’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
Q3 		$7.62K Hold
97
– – ﹤0.01% 2346
2026
Q2 		$7.03K Hold
97
– – ﹤0.01% 2349
2026
Q1 		$5.93K Buy
97
+41
+73% +$2.53K ﹤0.01% 2333
2025
Q4 		$3.19K Buy
+56
New +$3.19K ﹤0.01% 2369
2025
Q3 		– Sell
-5
Closed -$294 – 2659
2025
Q2 		$294 Buy
+5
New +$288 ﹤0.01% 2578

Other funds holding CZFS

Citizens & Northern Corp
Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Legato Capital Management
Legato Capital Management San Francisco, California $1.11B AUM 60.78% 1-Year Est. Return

Versant Capital Management's CZFS Position: Q3 2026 in Review

Versant Capital Management held its Citizens Financial Services (CZFS) position steady in Q3 2026 at 97 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Versant Capital Management first reported a position in CZFS in Q2 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

  • Versant Capital Management held 97 shares of Citizens Financial Services worth $7.62K as of Q3 2026.
  • Versant Capital Management left its Citizens Financial Services share count unchanged in Q3 2026.
  • Citizens Financial Services made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #2346 holding.
  • Versant Capital Management first reported a position in Citizens Financial Services in Q2 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.