Physician Wealth Advisors
CZWI icon

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
Q3 		$507 Hold
24
– – ﹤0.01% 2230
2026
Q2 		$562 Buy
+24
New +$503 ﹤0.01% 2059

Other funds holding CZWI

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Physician Wealth Advisors's CZWI Position: Q3 2026 in Review

Physician Wealth Advisors held its Citizens Community Bancorp (CZWI) position steady in Q3 2026 at 24 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Physician Wealth Advisors first reported a position in CZWI in Q2 2026 and has held it in 2 quarters since. The position peaked at $562 in Q2 2026. 48 funds tracked by Wall St. Rank hold CZWI as of Q3 2026.

  • Physician Wealth Advisors held 24 shares of Citizens Community Bancorp worth $507 as of Q3 2026.
  • Physician Wealth Advisors left its Citizens Community Bancorp share count unchanged in Q3 2026.
  • Citizens Community Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2230 holding.
  • Physician Wealth Advisors first reported a position in Citizens Community Bancorp in Q2 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Citizens Community Bancorp position peaked at $562 in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.