Congress Wealth Management’s Citizens Community Bancorp CZWI Stock Holding History

Congress Wealth Management’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
2025 Q2	$207K	Hold	14,990	–	–	﹤0.01%	1139
2025 Q1	$216K	Hold	14,990	–	–	﹤0.01%	1020
2024 Q4	$244K	Hold	14,990	–	–	﹤0.01%	809
2024 Q3	$212K	Buy	+14,990	New	+$192K	﹤0.01%	807
2024 Q2	–	Sell	-14,990	Closed	-$182K	–	716
2024 Q1	$182K	Hold	14,990	–	–	﹤0.01%	575
2023 Q4	$176K	Hold	14,990	–	–	﹤0.01%	600
2023 Q3	$144K	Hold	14,990	–	–	﹤0.01%	590
2023 Q2	$133K	Hold	14,990	–	–	﹤0.01%	547
2023 Q1	$159K	Hold	14,990	–	–	﹤0.01%	546
2022 Q4	$180K	Sell	14,990 -1	-0%	-$13	﹤0.01%	546
2022 Q3	$182K	Hold	14,991	–	–	﹤0.01%	533
2022 Q2	$207K	Hold	14,991	–	–	0.01%	531
2022 Q1	$227K	Hold	14,991	–	–	0.01%	563
2021 Q4	$206K	Buy	+14,991	New	+$206K	﹤0.01%	589

Other funds holding CZWI

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 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

Congress Wealth Management's CZWI Position: Q2 2025 in Review

Congress Wealth Management held its Citizens Community Bancorp (CZWI) position steady in Q2 2025 at 14,990 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Congress Wealth Management first reported a position in CZWI in Q4 2021 and has held it in 14 quarters since. The position peaked at $244K in Q4 2024. 63 funds tracked by Wall St. Rank hold CZWI as of Q2 2025.

Congress Wealth Management held 14,990 shares of Citizens Community Bancorp worth $207K as of Q2 2025.
Congress Wealth Management left its Citizens Community Bancorp share count unchanged in Q2 2025.
Citizens Community Bancorp made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1139 holding.
Congress Wealth Management first reported a position in Citizens Community Bancorp in Q4 2021 and has held it in 14 quarters since.
Congress Wealth Management's Citizens Community Bancorp position peaked at $244K in Q4 2024.
63 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.