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Citizens Community Ban shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Citizens Community Ban (CZWI) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Citizens Community Ban

Tip: Access up to 7 years of quarterly data

All positions including Citizens Community Ban held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Community Ban by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $528k 33k 16.07
2025-06-30 $536k 39k 13.80
2025-03-31 $549k 38k 14.38
2024-12-31 $240k 15k 16.29

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding Citizens Community Ban

Alliancebernstein
Vanguard Group
Fourthstone
Manufacturers Life Insurance Company
BlackRock
Dimensional Fund Advisors
Wellington Management Company
Jeffrey L. Gendell
Banc Funds Company
Geode Capital Management
Bridgeway Capital Management
Acadian Asset Management
State Street Corporation
Arrowstreet Capital, Limited Partnership
Pinnacle Holdings

View all funds holding Citizens Community Ban