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Citizens Financial Services shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Citizens Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial Services held by MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $57k 941 60.28
2025-06-30 $55k 943 58.74
2025-03-31 $54k 934 58.05
2024-12-31 $59k 934 63.31

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI 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