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 Q2	$440K	Buy	18,810 +16	+0.1%	+$335	0.03%	232
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Beese Fulmer Investment Management's CZWI Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Citizens Community Bancorp (CZWI) stake by 0.09% in Q2 2026, buying an estimated $335 and bringing the position to 18,810 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #232.

Beese Fulmer Investment Management first reported a position in CZWI in Q3 2019 and has held it in 28 quarters since. 93 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

Beese Fulmer Investment Management held 18,810 shares of Citizens Community Bancorp worth $440K as of Q2 2026.
Beese Fulmer Investment Management bought 16 Citizens Community Bancorp shares in Q2 2026, an estimated $335.
Citizens Community Bancorp made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #232 holding.
Beese Fulmer Investment Management first reported a position in Citizens Community Bancorp in Q3 2019 and has held it in 28 quarters since.
93 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.