Advisor Group Holdings, Inc.
- SEC CIK
- 0001677044
- Latest filing
- Aug 14, 2026
CZFS holding history
Citizens Financial Services Inc in every 13F filed by Advisor Group Holdings, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CZFS overviewAll 13F holders of CZFSFull Q2 2026 holdings
- Shares (Q2 2026)
- 70
- Value
- $5.13K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 70 | $5.13K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 70 | $4.32K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 70 | $4.01K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 70 | $4.23K | <0.1% | +25+55.6% | Added | Holders |
| Q2 2025 | 45 | $2.64K | <0.1% | +45 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −2−100.0% | Sold out | Holders |
| Q4 2024 | 2 | $127 | <0.1% | +2 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −727−100.0% | Sold out | Holders |
| Q2 2023 | 727 | $51.5K | <0.1% | +727 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −308−100.0% | Sold out | Holders |
| Q3 2022 | 308 | $22.0K | <0.1% | +308 | New | Holders |