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Citizens Community Ban shares owned by UMA Financial Services

Quarter-by-quarter ownership of Citizens Community Ban (CZWI) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Citizens Community Ban

Tip: Access up to 7 years of quarterly data

All positions including Citizens Community Ban held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Community Ban by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $562 24 23.42

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Citizens Community Ban

BlackRock
Manufacturers Life Insurance Company
Vanguard Capital Management
Dimensional Fund Advisors
Robeco Investment Management
Acadian Asset Management
Jeffrey L. Gendell
Geode Capital Management
Banc Funds Company
Two Sigma Investments
Bridgeway Capital Management
Arrowstreet Capital, Limited Partnership
rhino investment partners
State Street Corporation
Mackenzie Financial

View all funds holding Citizens Community Ban