Carson Wealth (CWM LLC)
CZWI icon

Carson Wealth (CWM LLC)’s Citizens Community Bancorp CZWI Stock Holding History

Carson Wealth (CWM LLC)’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 		$31.5K Buy
1,590
+171
+12% +$3.15K ﹤0.01% 4126
2025
Q4 		$25K Buy
1,419
+189
+15% +$3.17K ﹤0.01% 4039
2025
Q3 		$20K Buy
+1,230
New +$19.3K ﹤0.01% 4115

Other funds holding CZWI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
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 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CZWI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Citizens Community Bancorp (CZWI) stake by 12% in Q1 2026, buying an estimated $3.15K and bringing the position to 1,590 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4126.

Carson Wealth (CWM LLC) first reported a position in CZWI in Q3 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,590 shares of Citizens Community Bancorp worth $31.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 171 Citizens Community Bancorp shares in Q1 2026, an estimated $3.15K.
  • Citizens Community Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4126 holding.
  • Carson Wealth (CWM LLC) first reported a position in Citizens Community Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.