Farther Finance Advisors’s Citizens Community Bancorp CZWI Stock Holding History

Farther Finance Advisors’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	$2.9K	Sell	124 -44	-26%	-$922	﹤0.01%	5036
2026 Q1	$3.39K	Sell	168 -228	-58%	-$4.19K	﹤0.01%	4688
2025 Q4	$7.06K	Sell	396 -378	-49%	-$6.34K	﹤0.01%	4131
2025 Q3	$12.4K	Sell	774 -4,131	-84%	-$64.7K	﹤0.01%	3335
2025 Q2	$67.7K	Buy	+4,905	New	+$69.7K	﹤0.01%	1978

Other funds holding CZWI

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

TWD

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

Farther Finance Advisors's CZWI Position: Q2 2026 in Review

Farther Finance Advisors reduced its Citizens Community Bancorp (CZWI) stake by 26% in Q2 2026, selling an estimated $922 and leaving 124 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5036.

Farther Finance Advisors first reported a position in CZWI in Q2 2025 and has held it in 5 quarters since. The position peaked at $67.7K in Q2 2025. 3 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

Farther Finance Advisors held 124 shares of Citizens Community Bancorp worth $2.9K as of Q2 2026.
Farther Finance Advisors sold 44 Citizens Community Bancorp shares in Q2 2026, an estimated $922.
Citizens Community Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5036 holding.
Farther Finance Advisors first reported a position in Citizens Community Bancorp in Q2 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Citizens Community Bancorp position peaked at $67.7K in Q2 2025.
3 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.