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Citizens Community Ban shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of Citizens Community Ban (CZWI) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in Citizens Community Ban

Tip: Access up to 7 years of quarterly data

All positions including Citizens Community Ban held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Community Ban by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 89k 16.07
2025-06-30 $1.2M 89k 13.80
2025-03-31 $1.3M 91k 14.38
2024-12-31 $1.4M 89k 16.29

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Coca-Cola Company (KO)
Spdr Series Trust SPDR S&P1500VL (VLU)
Principal Exchange Traded Prin U S Small (PSC)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)

View all positions for RFG - Bristol Wealth Advisors

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