Commonwealth Equity Services’s Citizens Community Bancorp CZWI Stock Holding History

Commonwealth Equity Services’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	$572K	Hold	28,880	–	–	﹤0.01%	3099
2025 Q4	$515K	Buy	28,880 +10,154	+54%	+$170K	﹤0.01%	3161
2025 Q3	$301K	Buy	18,726 +1,471	+9%	+$23K	﹤0.01%	3637
2025 Q2	$238K	Hold	17,255	–	–	﹤0.01%	3796
2025 Q1	$248K	Sell	17,255 -3,999	-19%	-$61.2K	﹤0.01%	3657
2024 Q4	$346K	Hold	21,254	–	–	﹤0.01%	3288
2024 Q3	$301K	Hold	21,254	–	–	﹤0.01%	3350
2024 Q2	$246K	Buy	21,254 +2,000	+10%	+$22.5K	﹤0.01%	3481
2024 Q1	$234K	Buy	19,254 +4,001	+26%	+$47.6K	﹤0.01%	3497
2023 Q4	$179K	Hold	15,253	–	–	﹤0.01%	3550
2023 Q3	$146K	Hold	15,253	–	–	﹤0.01%	3482
2023 Q2	$135K	Buy	15,253 +2,000	+15%	+$18.4K	﹤0.01%	3515
2023 Q1	$140	Buy	13,253 +1	+0%	+$12	﹤0.01%	3424
2022 Q4	$159K	Hold	13,252	–	–	﹤0.01%	3315
2022 Q3	$161K	Hold	13,252	–	–	﹤0.01%	3260
2022 Q2	$183K	Hold	13,252	–	–	﹤0.01%	3231
2022 Q1	$200K	Hold	13,252	–	–	﹤0.01%	3335
2021 Q4	$182K	Hold	13,252	–	–	﹤0.01%	3328
2021 Q3	$182K	Hold	13,252	–	–	﹤0.01%	3305
2021 Q2	$181K	Hold	13,252	–	–	﹤0.01%	3301
2021 Q1	$164K	Buy	+13,252	New	+$152K	﹤0.01%	3182

Other funds holding CZWI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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, 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services's CZWI Position: Q1 2026 in Review

Commonwealth Equity Services held its Citizens Community Bancorp (CZWI) position steady in Q1 2026 at 28,880 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Commonwealth Equity Services first reported a position in CZWI in Q1 2021 and has held it in 21 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

Commonwealth Equity Services held 28,880 shares of Citizens Community Bancorp worth $572K as of Q1 2026.
Commonwealth Equity Services left its Citizens Community Bancorp share count unchanged in Q1 2026.
Citizens Community Bancorp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3099 holding.
Commonwealth Equity Services first reported a position in Citizens Community Bancorp in Q1 2021 and has held it in 21 quarters since.
86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.