Allworth Financial
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Allworth Financial’s Citizens Community Bancorp CZWI Stock Holding History

Allworth Financial’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
Q2 		$2.99K Buy
128
+58
+83% +$1.22K ﹤0.01% 4351
2026
Q1 		$1.39K Buy
70
+15
+27% +$276 ﹤0.01% 4468
2025
Q4 		$981 Buy
55
+9
+20% +$151 ﹤0.01% 4362
2025
Q3 		$740 Buy
+46
New +$720 ﹤0.01% 4336

Other funds holding CZWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allworth Financial's CZWI Position: Q2 2026 in Review

Allworth Financial increased its Citizens Community Bancorp (CZWI) stake by 83% in Q2 2026, buying an estimated $1.22K and bringing the position to 128 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #4351.

Allworth Financial first reported a position in CZWI in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • Allworth Financial held 128 shares of Citizens Community Bancorp worth $2.99K as of Q2 2026.
  • Allworth Financial bought 58 Citizens Community Bancorp shares in Q2 2026, an estimated $1.22K.
  • Citizens Community Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4351 holding.
  • Allworth Financial first reported a position in Citizens Community Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.