Bank of New York Mellon
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Bank of New York Mellon’s Citizens Community Bancorp CZWI Stock Holding History

Bank of New York Mellon’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 		$755K Buy
32,258
+1,340
+4% +$28.1K ﹤0.01% 3523
2026
Q1 		$612K Sell
30,918
-1,038
-3% -$19.1K ﹤0.01% 3500
2025
Q4 		$569K Buy
31,956
+3,119
+11% +$52.3K ﹤0.01% 3528
2025
Q3 		$463K Buy
28,837
+636
+2% +$9.96K ﹤0.01% 3643
2025
Q2 		$389K Buy
+28,201
New +$401K ﹤0.01% 3648
2024
Q1 		– Sell
-12,437
Closed -$146K – 4195
2023
Q4 		$146K Sell
12,437
-20,413
-62% -$207K ﹤0.01% 4025
2023
Q3 		$315K Sell
32,850
-226
-0.7% -$2.25K ﹤0.01% 3782
2023
Q2 		$293K Sell
33,076
-492
-1% -$4.52K ﹤0.01% 3840
2023
Q1 		$356K Sell
33,568
-393
-1% -$4.73K ﹤0.01% 3673
2022
Q4 		$409K Sell
33,961
-1,454
-4% -$18.7K ﹤0.01% 3651
2022
Q3 		$431K Buy
35,415
+221
+0.6% +$2.86K ﹤0.01% 3653
2022
Q2 		$487K Buy
35,194
+1,198
+4% +$16K ﹤0.01% 3611
2022
Q1 		$513K Buy
33,996
+657
+2% +$9.88K ﹤0.01% 3688
2021
Q4 		$459K Buy
+33,339
New +$459K ﹤0.01% 3861
2018
Q1 		– Sell
-10,375
Closed -$140K – 4330
2017
Q4 		$140K Sell
10,375
-330
-3% -$4.51K ﹤0.01% 4020
2017
Q3 		$149K Hold
10,705
– – ﹤0.01% 3930
2017
Q2 		$150K Sell
10,705
-126
-1% -$1.76K ﹤0.01% 3955
2017
Q1 		$150K Hold
10,831
– – ﹤0.01% 3945
2016
Q4 		$135K Sell
10,831
-14
-0.1% -$159 ﹤0.01% 3971
2016
Q3 		$121K Sell
10,845
-198
-2% -$2.09K ﹤0.01% 3998
2016
Q2 		$114K Buy
+11,043
New +$105K ﹤0.01% 4033

Other funds holding CZWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon's CZWI Position: Q2 2026 in Review

Bank of New York Mellon increased its Citizens Community Bancorp (CZWI) stake by 4.3% in Q2 2026, buying an estimated $28.1K and bringing the position to 32,258 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #3523.

Bank of New York Mellon first reported a position in CZWI in Q2 2016 and has held it in 21 quarters since. 29 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • Bank of New York Mellon held 32,258 shares of Citizens Community Bancorp worth $755K as of Q2 2026.
  • Bank of New York Mellon bought 1,340 Citizens Community Bancorp shares in Q2 2026, an estimated $28.1K.
  • Citizens Community Bancorp made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3523 holding.
  • Bank of New York Mellon first reported a position in Citizens Community Bancorp in Q2 2016 and has held it in 21 quarters since.
  • 29 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.