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CZWI icon

True Wealth Design’s Citizens Community Bancorp CZWI Stock Holding History

True Wealth Design’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 		$233 Buy
11
+3
+38% +$66 ﹤0.01% 2324
2026
Q2 		$188 Sell
8
-2
-20% -$42 ﹤0.01% 2457
2026
Q1 		$198 Hold
10
– – ﹤0.01% 2337
2025
Q4 		$179 Sell
10
-1
-9% -$17 ﹤0.01% 2250
2025
Q3 		$177 Buy
+11
New +$172 ﹤0.01% 2326

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
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
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

True Wealth Design's CZWI Position: Q3 2026 in Review

True Wealth Design increased its Citizens Community Bancorp (CZWI) stake by 38% in Q3 2026, buying an estimated $66 and bringing the position to 11 shares worth $233. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

True Wealth Design first reported a position in CZWI in Q3 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold CZWI as of Q3 2026.

  • True Wealth Design held 11 shares of Citizens Community Bancorp worth $233 as of Q3 2026.
  • True Wealth Design bought 3 Citizens Community Bancorp shares in Q3 2026, an estimated $66.
  • Citizens Community Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2324 holding.
  • True Wealth Design first reported a position in Citizens Community Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.