Fortitude Family Office’s Citizens Community Bancorp CZWI Stock Holding History

Fortitude Family Office’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	$42	Hold	2	–	–	﹤0.01%	2592
2026 Q2	$47	Buy	+2	New	+$42	﹤0.01%	2213

Other funds holding CZWI

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Fortitude Family Office's CZWI Position: Q3 2026 in Review

Fortitude Family Office held its Citizens Community Bancorp (CZWI) position steady in Q3 2026 at 2 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #2592.

Fortitude Family Office first reported a position in CZWI in Q2 2026 and has held it in 2 quarters since. The position peaked at $47 in Q2 2026. 8 funds tracked by Wall St. Rank hold CZWI as of Q3 2026.

Fortitude Family Office held 2 shares of Citizens Community Bancorp worth $42 as of Q3 2026.
Fortitude Family Office left its Citizens Community Bancorp share count unchanged in Q3 2026.
Citizens Community Bancorp made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2592 holding.
Fortitude Family Office first reported a position in Citizens Community Bancorp in Q2 2026 and has held it in 2 quarters since.
Fortitude Family Office's Citizens Community Bancorp position peaked at $47 in Q2 2026.
8 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.