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Citizens Financial Services shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Citizens Financial Services (CZFS) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Citizens Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial Services held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial Services by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 239 60.33
2025-06-30 $16k 279 58.67
2025-03-31 $174 3 58.00

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View all positions for EverSource Wealth Advisors

Top funds holding Citizens Financial Services

BlackRock
Vanguard Group
Citizens & Northern Corporation
Geode Capital Management
State Street Corporation
Hudock Moyer Wealth Resources
Charles Schwab Investment Management
Northern Trust
American Century Companies
Segall Bryant & Hamill
Dimensional Fund Advisors
De Lisle Partners
Bank of New York Mellon
Wintrust Financial Corporation
Morgan Stanley

View all funds holding Citizens Financial Services