WEATHERLY ASSET MANAGEMENT L. P.
Position in CZFS — Citizens Financial Services Inc
CIK 934745
DEL MAR, CA
Position in CZFS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$356,694
+$55,592 QoQ
Shares Held
4,924
0.0% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#37
of 87 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CZFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $653,847 across 2 Banks - Regional names. CZFS ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CZFS |
Citizens Financial Services Inc
This page
|
4,924 | $356,694 | |
| 2 | WAL |
Western Alliance Bancorporation
|
3,615 | $297,153 |
All Filings in CZFS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,694 | 4,924 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $301,102 | 4,924 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $280,766 | 4,924 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $296,818 | 4,924 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $578,392 | 9,850 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $566,103 | 9,752 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $617,399 | 9,752 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $572,930 | 9,752 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $438,254 | 9,752 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $475,075 | 9,656 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $624,936 | 9,656 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $462,715 | 9,656 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $719,231 | 9,658 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $798,904 | 9,562 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $733,596 | 9,562 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $671,252 | 9,562 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $669,339 | 9,562 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||