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Amalgamated Bank’s Citizens Community Bancorp CZWI Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-298
Closed -$5K – 1932
2025
Q4 		$5K Sell
298
-30
-9% -$503 ﹤0.01% 2703
2025
Q3 		$5K Hold
328
– – ﹤0.01% 2746
2025
Q2 		$5K Buy
+328
New +$4.66K ﹤0.01% 2725

Other funds holding CZWI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amalgamated Bank's CZWI Position: Q1 2026 in Review

Amalgamated Bank sold out of Citizens Community Bancorp (CZWI) in Q1 2026, closing a stake of 298 shares — an estimated $5K sold.

Amalgamated Bank first reported a position in CZWI in Q2 2025 and held it in 3 quarters. The position peaked at $5K in Q4 2025. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Amalgamated Bank reported no remaining Citizens Community Bancorp position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 298 Citizens Community Bancorp shares in Q1 2026, an estimated $5K.
  • Amalgamated Bank first reported a position in Citizens Community Bancorp in Q2 2025 and held it in 3 quarters.
  • Amalgamated Bank's Citizens Community Bancorp position peaked at $5K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.