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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
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

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

Versant Capital Management's CZFS Position: Q2 2026 in Review

Versant Capital Management held its Citizens Financial Services (CZFS) position steady in Q2 2026 at 97 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Versant Capital Management first reported a position in CZFS in Q2 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Versant Capital Management held 97 shares of Citizens Financial Services worth $7.03K as of Q2 2026.
  • Versant Capital Management left its Citizens Financial Services share count unchanged in Q2 2026.
  • Citizens Financial Services made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2349 holding.
  • Versant Capital Management first reported a position in Citizens Financial Services in Q2 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.