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Clearstead Advisors’s Citizens Community Bancorp CZWI Stock Holding History

Clearstead Advisors’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 		$2.5K Buy
+107
New +$2.24K ﹤0.01% 2402
2025
Q4 		– Sell
-6
Closed -$97 – 2870
2025
Q3 		$97 Buy
+6
New +$94 ﹤0.01% 2936

Other funds holding CZWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

Clearstead Advisors's CZWI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Citizens Community Bancorp (CZWI) in Q2 2026: 107 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #2402 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CZWI as recently as Q3 2025.

Clearstead Advisors first reported a position in CZWI in Q3 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • Clearstead Advisors held 107 shares of Citizens Community Bancorp worth $2.5K as of Q2 2026.
  • Citizens Community Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Citizens Community Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2402 holding.
  • Clearstead Advisors first reported a position in Citizens Community Bancorp in Q3 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.