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 Q2	$232K	Buy	+9,916	New	+$208K	﹤0.01%	4371
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

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

Cetera Investment Advisers's CZWI Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Citizens Community Bancorp (CZWI) in Q2 2026: 9,916 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #4371 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in CZWI as recently as Q4 2025.

Cetera Investment Advisers first reported a position in CZWI in Q4 2019 and has held it in 8 quarters since. The position peaked at $308K in Q4 2019. 94 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

Cetera Investment Advisers held 9,916 shares of Citizens Community Bancorp worth $232K as of Q2 2026.
Citizens Community Bancorp was a new Cetera Investment Advisers position in Q2 2026.
Citizens Community Bancorp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4371 holding.
Cetera Investment Advisers first reported a position in Citizens Community Bancorp in Q4 2019 and has held it in 8 quarters since.
Cetera Investment Advisers's Citizens Community Bancorp position peaked at $308K in Q4 2019.
94 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.