Weatherly Asset Management’s Citizens Financial Services CZFS Stock Holding History

Weatherly Asset 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	$357K	Hold	4,924	–	–	0.03%	153
2026 Q1	$301K	Hold	4,924	–	–	0.02%	162
2025 Q4	$281K	Hold	4,924	–	–	0.02%	168
2025 Q3	$297K	Sell	4,924 -4,926	-50%	-$295K	0.02%	159
2025 Q2	$578K	Hold	9,850	–	–	0.05%	125
2025 Q1	$566K	Hold	9,850	–	–	0.05%	126
2024 Q4	$617K	Hold	9,850	–	–	0.05%	120
2024 Q3	$573K	Hold	9,850	–	–	0.05%	127
2024 Q2	$438K	Hold	9,850	–	–	0.04%	131
2024 Q1	$475K	Hold	9,850	–	–	0.05%	129
2023 Q4	$625K	Hold	9,850	–	–	0.07%	122
2023 Q3	$463K	Sell	9,850 -2	-0%	-$118	0.06%	127
2023 Q2	$719K	Hold	9,852	–	–	0.08%	117
2023 Q1	$799K	Hold	9,852	–	–	0.1%	113
2022 Q4	$734K	Hold	9,852	–	–	0.1%	113
2022 Q3	$671K	Hold	9,852	–	–	0.1%	119
2022 Q2	$669K	Buy	+9,852	New	+$655K	0.09%	119

Other funds holding CZFS

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

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

Lawood & Co Williamsport, Pennsylvania $148M AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Weatherly Asset Management's CZFS Position: Q2 2026 in Review

Weatherly Asset Management held its Citizens Financial Services (CZFS) position steady in Q2 2026 at 4,924 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #153.

Weatherly Asset Management first reported a position in CZFS in Q2 2022 and has held it in 17 quarters since. The position peaked at $799K in Q1 2023. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

Weatherly Asset Management held 4,924 shares of Citizens Financial Services worth $357K as of Q2 2026.
Weatherly Asset Management left its Citizens Financial Services share count unchanged in Q2 2026.
Citizens Financial Services made up 0.03% of Weatherly Asset Management's portfolio in Q2 2026, its #153 holding.
Weatherly Asset Management first reported a position in Citizens Financial Services in Q2 2022 and has held it in 17 quarters since.
Weatherly Asset Management's Citizens Financial Services position peaked at $799K in Q1 2023.
21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.