Beese Fulmer Investment Management’s Citizens Community Bancorp CZWI Stock Holding History

Beese Fulmer Investment Management’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	$372K	Buy	18,794 +6	+0%	+$110	0.02%	260
2025 Q4	$335K	Buy	18,788 +10	+0.1%	+$168	0.02%	264
2025 Q3	$302K	Hold	18,778	–	–	0.02%	238
2025 Q2	$259K	Hold	18,778	–	–	0.02%	249
2025 Q1	$270K	Hold	18,778	–	–	0.02%	208
2024 Q4	$306K	Hold	18,778	–	–	0.03%	191
2024 Q3	$266K	Hold	18,778	–	–	0.02%	201
2024 Q2	$217K	Hold	18,778	–	–	0.02%	208
2024 Q1	$228K	Hold	18,778	–	–	0.02%	207
2023 Q4	$220K	Hold	18,778	–	–	0.02%	209
2023 Q3	$180K	Hold	18,778	–	–	0.02%	210
2023 Q2	$166K	Hold	18,778	–	–	0.02%	216
2023 Q1	$199K	Hold	18,778	–	–	0.02%	212
2022 Q4	$226K	Hold	18,778	–	–	0.03%	203
2022 Q3	$229K	Hold	18,778	–	–	0.03%	189
2022 Q2	$260K	Hold	18,778	–	–	0.03%	190
2022 Q1	$284K	Hold	18,778	–	–	0.03%	188
2021 Q4	$259K	Hold	18,778	–	–	0.03%	205
2021 Q3	$261K	Hold	18,778	–	–	0.03%	196
2021 Q2	$257K	Hold	18,778	–	–	0.03%	191
2021 Q1	$233K	Hold	18,778	–	–	0.03%	202
2020 Q4	$204K	Hold	18,778	–	–	0.03%	199
2020 Q3	$129K	Hold	18,778	–	–	0.02%	187
2020 Q2	$129K	Hold	18,778	–	–	0.02%	221
2020 Q1	$121K	Hold	18,778	–	–	0.02%	175
2019 Q4	$229K	Hold	18,778	–	–	0.03%	184
2019 Q3	$207K	Buy	+18,778	New	+$206K	0.03%	193

Other funds holding CZWI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beese Fulmer Investment Management's CZWI Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Citizens Community Bancorp (CZWI) stake by 0.03% in Q1 2026, buying an estimated $110 and bringing the position to 18,794 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #260.

Beese Fulmer Investment Management first reported a position in CZWI in Q3 2019 and has held it in 27 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

Beese Fulmer Investment Management held 18,794 shares of Citizens Community Bancorp worth $372K as of Q1 2026.
Beese Fulmer Investment Management bought 6 Citizens Community Bancorp shares in Q1 2026, an estimated $110.
Citizens Community Bancorp made up 0.02% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #260 holding.
Beese Fulmer Investment Management first reported a position in Citizens Community Bancorp in Q3 2019 and has held it in 27 quarters since.
86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.