Cyndeo Wealth Partners, LLC
Position in CZFS — Citizens Financial Services Inc
CIK 1950947
ST. PETERSBURG, FL
Position in CZFS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,186,639
+$190,323 QoQ
Shares Held
16,381
+0.5% QoQ
Ownership
0.341%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#16
of 88 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CZFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $8,492,706 across 6 Banks - Regional names. CZFS ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
13,547 | $3,335,542 | |
| 2 | SSB |
SouthState Bank Corp
|
22,099 | $2,207,690 | |
| 3 | CZFS |
Citizens Financial Services Inc
This page
|
16,381 | $1,186,639 | |
| 4 | TFC |
Truist Financial Corp
|
15,851 | $789,696 | |
| 5 | FITB |
Fifth Third Bancorp
|
13,023 | $734,106 | |
| 6 | RF |
Regions Financial Corp
|
7,915 | $239,033 |
All Filings in CZFS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186,639 | 16,381 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $996,316 | 16,293 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $922,868 | 16,185 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||