Bank of America’s Citizens Community Bancorp CZWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $271K | Buy |
13,704
+1,494
| +12% | +$27.5K | ﹤0.01% | 5198 |
|
|
2025
Q4 | $218K | Buy |
12,210
+3,637
| +42% | +$61K | ﹤0.01% | 5302 |
|
|
2025
Q3 | $138K | Buy |
8,573
+4,487
| +110% | +$70.2K | ﹤0.01% | 6451 |
|
|
2025
Q2 | $56.4K | Buy |
4,086
+4,011
| +5,348% | +$57K | ﹤0.01% | 6770 |
|
|
2025
Q1 | $1.08K | Buy |
75
+2
| +3% | +$31 | ﹤0.01% | 7411 |
|
|
2024
Q4 | $1.19K | Sell |
73
-1
| -1% | -$15 | ﹤0.01% | 7260 |
|
|
2024
Q3 | $1.05K | Buy |
74
+1
| +1% | +$13 | ﹤0.01% | 7233 |
|
|
2024
Q2 | $845 | Sell |
73
-375
| -84% | -$4.21K | ﹤0.01% | 7256 |
|
|
2024
Q1 | $5.44K | Buy |
+448
| New | +$5.33K | ﹤0.01% | 6990 |
|
|
2022
Q1 | – | Sell |
-42
| Closed | -$1K | – | 8344 |
|
|
2021
Q4 | $1K | Sell |
42
-150
| -78% | -$2.06K | ﹤0.01% | 8049 |
|
|
2021
Q3 | $3K | Buy |
192
+14
| +8% | +$193 | ﹤0.01% | 7818 |
|
|
2021
Q2 | $2K | Buy |
178
+89
| +100% | +$1.2K | ﹤0.01% | 7536 |
|
|
2021
Q1 | $1K | Buy |
+89
| New | +$1.02K | ﹤0.01% | 7302 |
|
|
2020
Q4 | – | Sell |
-88
| Closed | -$1K | – | 7132 |
|
|
2020
Q3 | $1K | Sell |
88
-2,046
| -96% | -$14K | ﹤0.01% | 6759 |
|
|
2020
Q2 | $15K | Sell |
2,134
-5,911
| -73% | -$41.3K | ﹤0.01% | 6331 |
|
|
2020
Q1 | $52K | Buy |
8,045
+6,045
| +302% | +$64.8K | ﹤0.01% | 5855 |
|
|
2019
Q4 | $24K | Sell |
2,000
-191
| -9% | -$2.22K | ﹤0.01% | 6457 |
|
|
2019
Q3 | $24K | Buy |
2,191
+13
| +0.6% | +$142 | ﹤0.01% | 6550 |
|
|
2019
Q2 | $24K | Sell |
2,178
-147
| -6% | -$1.68K | ﹤0.01% | 6523 |
|
|
2019
Q1 | $28K | Sell |
2,325
-2,521
| -52% | -$29.6K | ﹤0.01% | 6399 |
|
|
2018
Q4 | $53K | Buy |
4,846
+2,846
| +142% | +$35.3K | ﹤0.01% | 6189 |
|
|
2018
Q3 | $28K | Hold |
2,000
| – | – | ﹤0.01% | 6399 |
|
|
2018
Q2 | $28K | Hold |
2,000
| – | – | ﹤0.01% | 6388 |
|
|
2018
Q1 | $28K | Sell |
2,000
-7
| -0.3% | -$96 | ﹤0.01% | 6271 |
|
|
2017
Q4 | $27K | Buy |
2,007
+7
| +0.4% | +$96 | ﹤0.01% | 6319 |
|
|
2017
Q3 | $28K | Hold |
2,000
| – | – | ﹤0.01% | 6160 |
|
|
2017
Q2 | $28K | Hold |
2,000
| – | – | ﹤0.01% | 6109 |
|
|
2017
Q1 | $28K | Hold |
2,000
| – | – | ﹤0.01% | 6174 |
|
|
2016
Q4 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 6246 |
|
|
2016
Q3 | $22K | Hold |
2,000
| – | – | ﹤0.01% | 6094 |
|
|
2016
Q2 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 6224 |
|
|
2016
Q1 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 6173 |
|
|
2015
Q4 | $19K | Hold |
2,000
| – | – | ﹤0.01% | 6440 |
|
|
2015
Q3 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 6338 |
|
|
2015
Q2 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 6364 |
|
|
2015
Q1 | $18K | Buy |
2,000
+1,000
| +100% | +$9.18K | ﹤0.01% | 6080 |
|
|
2014
Q4 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 7096 |
|
|
2014
Q3 | $9K | Buy |
+1,000
| New | +$8.75K | ﹤0.01% | 7361 |
|
|
2014
Q1 | – | Sell |
-19
| Closed | – | – | 7837 |
|
|
2013
Q4 | $0 | Buy |
+19
| New | +$142 | ﹤0.01% | 7923 |
|
|
2013
Q3 | – | Sell |
-14
| Closed | – | – | 7893 |
|
|
2013
Q2 | $0 | Buy |
+14
| New | +$99 | ﹤0.01% | 7695 |
|
Other funds holding CZWI
VCM
GJL
BFC
Bank of America's CZWI Position: Q1 2026 in Review
Bank of America increased its Citizens Community Bancorp (CZWI) stake by 12% in Q1 2026, buying an estimated $27.5K and bringing the position to 13,704 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #5198.
Bank of America first reported a position in CZWI in Q2 2013 and has held it in 40 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.
- Bank of America held 13,704 shares of Citizens Community Bancorp worth $271K as of Q1 2026.
- Bank of America bought 1,494 Citizens Community Bancorp shares in Q1 2026, an estimated $27.5K.
- Citizens Community Bancorp made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5198 holding.
- Bank of America first reported a position in Citizens Community Bancorp in Q2 2013 and has held it in 40 quarters since.
- 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.