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Essential Partners’s Citizens Community Bancorp CZWI Stock Holding History

Essential Partners’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
Q3 		$486 Sell
23
-3
-12% -$66 ﹤0.01% 2404
2026
Q2 		$608 Sell
26
-125
-83% -$2.62K ﹤0.01% 2430
2026
Q1 		$2.99K Buy
151
+2
+1% +$37 ﹤0.01% 1824
2025
Q4 		$2.65K Sell
149
-13
-8% -$218 ﹤0.01% 1705
2025
Q3 		$2.6K Buy
+162
New +$2.54K ﹤0.01% 1703

Other funds holding CZWI

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's CZWI Position: Q3 2026 in Review

Essential Partners reduced its Citizens Community Bancorp (CZWI) stake by 12% in Q3 2026, selling an estimated $66 and leaving 23 shares worth $486. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Essential Partners first reported a position in CZWI in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.99K in Q1 2026. 8 funds tracked by Wall St. Rank hold CZWI as of Q3 2026.

  • Essential Partners held 23 shares of Citizens Community Bancorp worth $486 as of Q3 2026.
  • Essential Partners sold 3 Citizens Community Bancorp shares in Q3 2026, an estimated $66.
  • Citizens Community Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2404 holding.
  • Essential Partners first reported a position in Citizens Community Bancorp in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Citizens Community Bancorp position peaked at $2.99K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.