Cetera Investment Advisers
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Cetera Investment Advisers’s Citizens Community Bancorp CZWI Stock Holding History

Cetera Investment Advisers’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 		– Sell
-10,941
Closed -$195K – 4848
2025
Q4 		$195K Sell
10,941
-2,032
-16% -$34.1K ﹤0.01% 4244
2025
Q3 		$208K Buy
+12,973
New +$203K ﹤0.01% 4135
2021
Q1 		– Sell
-21,437
Closed -$233K – 1619
2020
Q4 		$233K Hold
21,437
– – ﹤0.01% 1381
2020
Q3 		$148K Hold
21,437
– – 0.01% 611
2020
Q2 		$147K Hold
21,437
– – 0.01% 588
2020
Q1 		$138K Sell
21,437
-3,753
-15% -$40.2K 0.02% 511
2019
Q4 		$308K Buy
+25,190
New +$292K 0.03% 449

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

Cetera Investment Advisers's CZWI Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Citizens Community Bancorp (CZWI) in Q1 2026, closing a stake of 10,941 shares — an estimated $195K sold.

Cetera Investment Advisers first reported a position in CZWI in Q4 2019 and held it in 7 quarters. The position peaked at $308K in Q4 2019. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Citizens Community Bancorp position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,941 Citizens Community Bancorp shares in Q1 2026, an estimated $195K.
  • Cetera Investment Advisers first reported a position in Citizens Community Bancorp in Q4 2019 and held it in 7 quarters.
  • Cetera Investment Advisers's Citizens Community Bancorp position peaked at $308K in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.