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Basecamp Wealth Advisors’s Citizens Community Bancorp CZWI Stock Holding History

Basecamp Wealth Advisors’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 		$257 Buy
11
+3
+38% +$63 ﹤0.01% 1719
2026
Q1 		$158 Buy
+8
New +$147 ﹤0.01% 1896

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

Basecamp Wealth Advisors's CZWI Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Citizens Community Bancorp (CZWI) stake by 38% in Q2 2026, buying an estimated $63 and bringing the position to 11 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Basecamp Wealth Advisors first reported a position in CZWI in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • Basecamp Wealth Advisors held 11 shares of Citizens Community Bancorp worth $257 as of Q2 2026.
  • Basecamp Wealth Advisors bought 3 Citizens Community Bancorp shares in Q2 2026, an estimated $63.
  • Citizens Community Bancorp made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1719 holding.
  • Basecamp Wealth Advisors first reported a position in Citizens Community Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.