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GAMMA Investing’s Citizens Community Bancorp CZWI Stock Holding History

GAMMA Investing’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 		$4.29K Buy
203
+160
+372% +$3.5K ﹤0.01% 3713
2026
Q2 		$1.01K Hold
43
– – ﹤0.01% 3879
2026
Q1 		$851 Buy
+43
New +$791 ﹤0.01% 3873

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's CZWI Position: Q3 2026 in Review

GAMMA Investing increased its Citizens Community Bancorp (CZWI) stake by 372% in Q3 2026, buying an estimated $3.5K and bringing the position to 203 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

GAMMA Investing first reported a position in CZWI in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold CZWI as of Q3 2026.

  • GAMMA Investing held 203 shares of Citizens Community Bancorp worth $4.29K as of Q3 2026.
  • GAMMA Investing bought 160 Citizens Community Bancorp shares in Q3 2026, an estimated $3.5K.
  • Citizens Community Bancorp made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3713 holding.
  • GAMMA Investing first reported a position in Citizens Community Bancorp in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.