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Physician Wealth Advisors’s Citizens Community Bancorp CZWI Stock Holding History

Physician Wealth 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 		$562 Buy
+24
New +$503 ﹤0.01% 2059

Other funds holding CZWI

CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
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
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Physician Wealth Advisors's CZWI Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Citizens Community Bancorp (CZWI) in Q2 2026: 24 shares worth $562. The stake represents ﹤0.01% of the portfolio and ranks #2059 among its holdings.

7 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • Physician Wealth Advisors held 24 shares of Citizens Community Bancorp worth $562 as of Q2 2026.
  • Citizens Community Bancorp was a new Physician Wealth Advisors position in Q2 2026.
  • Citizens Community Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2059 holding.
  • 7 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.