Center for Financial Planning, Inc.
Position in CZWI — Citizens Community Bancorp Inc.
CIK 1803557
SOUTHFIED, MI
Position in CZWI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$23,390
+$3,590 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 11 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $1,149,032 across 15 Banks - Regional names. CZWI ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
21,722 | $385,131 | |
| 2 | LCNB |
Lcnb Corp
|
12,664 | $222,759 | |
| 3 | USB |
US Bancorp \De\
|
2,755 | $166,402 | |
| 4 | TRMK |
Trustmark Corp
|
1,500 | $69,015 | |
| 5 | NU |
Nu Holdings Ltd.
|
4,555 | $60,854 | |
| 6 | FITB |
Fifth Third Bancorp
|
987 | $55,637 | |
| 7 | CBU |
Community Financial System, Inc.
|
780 | $52,353 | |
| 8 | FBK |
FB Financial Corp
|
800 | $44,280 |
All Filings in CZWI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,390 | 1,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $19,800 | 1,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,820 | 1,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $16,070 | 1,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,800 | 1,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,380 | 1,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,290 | 1,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $14,170 | 1,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $11,570 | 1,000 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $12,150 | 1,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,710 | 1,000 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $9,600 | 1,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,850 | 1,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,610 | 1,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $12,030 | 1,000 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $12,170 | 1,000 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $13,830 | 1,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,110 | 1,000 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $13,770 | 1,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $13,750 | 1,000 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $13,680 | 1,000 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $12,410 | 1,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $10,890 | 1,000 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,890 | 1,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,860 | 1,000 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,450 | 1,000 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||