CITIZENS & NORTHERN CORP

WELLSBORO, PA How do I update this listing?

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Citizens & Northern Corp is based out of Wellsboro. Their last reported 13F filing for Q1 2021 included $252,677,000 in managed 13F securities and a top 10 holdings concentration of 47.97%. Citizens & Northern Corp's largest holding is Vanguard Russell 1000 Growth ETF with shares held of 112,045. Citizens & Northern Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 43 13F filings, and 720 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2021-05-20. The notice included securities offered of Debt

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03/31/2021

13F Activity

  • Market Value $252.677 Million
  • Prior Market Value $227.172 Million
  • New Purchases4 stocks
  • Additional Purchases49 stocks
  • Sold out of6 stocks
  • Reduced holdings in36 stocks
  • Top 10 Holdings % 47.97 %
  • Turnover % [1]:10.20%
  • Turnover Alt % [2]: 4.89 %
  • Time Held Top20:12.05 quarters
  • Time Held Top10:14.40 quarters
  • Time Held All:22.27 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-05-17

Performance for Q1 2021: 6.79%
Performance Last 4 Quarters: 34.34%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
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13F Managers

Subsidiaries/Managers included in latest 13F
Name
Citizens Northern Bank

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Insider Transactions in the past year

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2021-05-20 D COMMERCIAL BANKING Debt 25,000,000 25,000,000 0
2021-05-20 D COMMERCIAL BANKING Debt 15,000,000 15,000,000 0
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
AARON K. SINGER subscription required
    DIRECTOR
ALEXANDER BALAGOUR subscription required
    EXECUTIVE OFFICER
BLAIR T. RUSH subscription required
    EXECUTIVE OFFICER
BOBBI J. KILMER subscription required
    DIRECTOR
CLARK S. FRAME subscription required
    DIRECTOR
FRANK G. PELLEGRINO subscription required
    DIRECTOR
HAROLD F. HOOSE, III subscription required
    EXECUTIVE OFFICER
HELEN SANTIAGO subscription required
    DIRECTOR
J BRADLEY SCOVILL subscription required
    EXECUTIVE OFFICER DIRECTOR
JOHN M. REBER subscription required
    EXECUTIVE OFFICER
LEO F. LAMBERT subscription required
    DIRECTOR
MARK A. HUGHES subscription required
    EXECUTIVE OFFICER
ROBERT G. LOUGHERY subscription required
    DIRECTOR
SHELLEY L. D'HAENE subscription required
    EXECUTIVE OFFICER
STAN R. DUNSMORE subscription required
    EXECUTIVE OFFICER
STEPHEN M. DORWART subscription required
    DIRECTOR
SUSAN E. HARTLEY subscription required
    DIRECTOR
TERRY L. LEHMAN subscription required
    DIRECTOR
THOMAS L. RUDY, JR. subscription required
    EXECUTIVE OFFICER
TIMOTHY E. SCHOENER subscription required
    DIRECTOR
TRACY E. WATKINS subscription required
    EXECUTIVE OFFICER

WhaleScore history for CITIZENS & NORTHERN CORP

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