James T. Borello RIA
CZNC icon

James T. Borello RIA’s Citizens & Northern Corp CZNC Stock Holding History

James T. Borello RIA’s Portfolio CZNC Stock Details CZNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$375 Hold
15
– – ﹤0.01% 1066
2026
Q2 		$350 Buy
15
+8
+114% +$177 ﹤0.01% 1080
2026
Q1 		$156 Buy
+7
New +$155 ﹤0.01% 1134

Other funds holding CZNC

Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
IVC Wealth Advisors
IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return
Stone House Investment Management
Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Innova Wealth Partners
Innova Wealth Partners Newtown, Pennsylvania $256M AUM 17.55% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

James T. Borello RIA's CZNC Position: Q3 2026 in Review

James T. Borello RIA held its Citizens & Northern Corp (CZNC) position steady in Q3 2026 at 15 shares worth $375. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

James T. Borello RIA first reported a position in CZNC in Q1 2026 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold CZNC as of Q3 2026.

  • James T. Borello RIA held 15 shares of Citizens & Northern Corp worth $375 as of Q3 2026.
  • James T. Borello RIA left its Citizens & Northern Corp share count unchanged in Q3 2026.
  • Citizens & Northern Corp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1066 holding.
  • James T. Borello RIA first reported a position in Citizens & Northern Corp in Q1 2026 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.