Center for Financial Planning’s Citizens Community Bancorp CZWI Stock Holding History

Center for Financial Planning’s Portfolio CZWI Stock Details CZWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.4K	Hold	1,000	–	–	﹤0.01%	409
2026 Q1	$19.8K	Hold	1,000	–	–	﹤0.01%	417
2025 Q4	$17.8K	Hold	1,000	–	–	﹤0.01%	430
2025 Q3	$16.1K	Hold	1,000	–	–	﹤0.01%	445
2025 Q2	$13.8K	Hold	1,000	–	–	﹤0.01%	431
2025 Q1	$14.4K	Hold	1,000	–	–	﹤0.01%	431
2024 Q4	$16.3K	Hold	1,000	–	–	﹤0.01%	366
2024 Q3	$14.2K	Hold	1,000	–	–	﹤0.01%	366
2024 Q2	$11.6K	Hold	1,000	–	–	﹤0.01%	378
2024 Q1	$12.2K	Hold	1,000	–	–	﹤0.01%	384
2023 Q4	$11.7K	Hold	1,000	–	–	﹤0.01%	349
2023 Q3	$9.6K	Hold	1,000	–	–	﹤0.01%	361
2023 Q2	$8.85K	Hold	1,000	–	–	﹤0.01%	394
2023 Q1	$10.6K	Hold	1,000	–	–	﹤0.01%	354
2022 Q4	$12K	Hold	1,000	–	–	﹤0.01%	339
2022 Q3	$12K	Hold	1,000	–	–	﹤0.01%	335
2022 Q2	$14K	Hold	1,000	–	–	﹤0.01%	326
2022 Q1	$15K	Hold	1,000	–	–	﹤0.01%	334
2021 Q4	$14K	Hold	1,000	–	–	﹤0.01%	345
2021 Q3	$14K	Hold	1,000	–	–	﹤0.01%	327
2021 Q2	$14K	Hold	1,000	–	–	﹤0.01%	332
2021 Q1	$12K	Hold	1,000	–	–	﹤0.01%	361
2020 Q4	$11K	Hold	1,000	–	–	﹤0.01%	332
2020 Q3	$7K	Hold	1,000	–	–	﹤0.01%	334
2020 Q2	$7K	Hold	1,000	–	–	﹤0.01%	334
2020 Q1	$6K	Hold	1,000	–	–	﹤0.01%	385
2019 Q4	$12K	Buy	+1,000	New	+$11.6K	﹤0.01%	296

Other funds holding CZWI

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Center for Financial Planning's CZWI Position: Q2 2026 in Review

Center for Financial Planning held its Citizens Community Bancorp (CZWI) position steady in Q2 2026 at 1,000 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Center for Financial Planning first reported a position in CZWI in Q4 2019 and has held it in 27 quarters since. 9 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

Center for Financial Planning held 1,000 shares of Citizens Community Bancorp worth $23.4K as of Q2 2026.
Center for Financial Planning left its Citizens Community Bancorp share count unchanged in Q2 2026.
Citizens Community Bancorp made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #409 holding.
Center for Financial Planning first reported a position in Citizens Community Bancorp in Q4 2019 and has held it in 27 quarters since.
9 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.