FFA
CZWI icon

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
Q3 		$3.04K Buy
144
+20
+16% +$437 ﹤0.01% 5238
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

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Farther Finance Advisors's CZWI Position: Q3 2026 in Review

Farther Finance Advisors increased its Citizens Community Bancorp (CZWI) stake by 16% in Q3 2026, buying an estimated $437 and bringing the position to 144 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #5238.

Farther Finance Advisors first reported a position in CZWI in Q2 2025 and has held it in 6 quarters since. The position peaked at $67.7K in Q2 2025. 8 funds tracked by Wall St. Rank hold CZWI as of Q3 2026.

  • Farther Finance Advisors held 144 shares of Citizens Community Bancorp worth $3.04K as of Q3 2026.
  • Farther Finance Advisors bought 20 Citizens Community Bancorp shares in Q3 2026, an estimated $437.
  • Citizens Community Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5238 holding.
  • Farther Finance Advisors first reported a position in Citizens Community Bancorp in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Citizens Community Bancorp position peaked at $67.7K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.