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CZWI icon

Covestor’s Citizens Community Bancorp CZWI Stock Holding History

Covestor’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 		– Sell
-14
Closed – – 2542
2026
Q1 		$0 Sell
14
-17
-55% -$313 ﹤0.01% 2348
2025
Q4 		$1K Sell
31
-21
-40% -$352 ﹤0.01% 2023
2025
Q3 		$1K Buy
+52
New +$814 ﹤0.01% 2043

Other funds holding CZWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Covestor's CZWI Position: Q2 2026 in Review

Covestor sold out of Citizens Community Bancorp (CZWI) in Q2 2026, closing a stake of 14 shares.

Covestor first reported a position in CZWI in Q3 2025 and held it in 3 quarters. The position peaked at $1K in Q4 2025. 93 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • Covestor reported no remaining Citizens Community Bancorp position as of Q2 2026 after selling out during the quarter.
  • Covestor sold 14 Citizens Community Bancorp shares in Q2 2026.
  • Covestor first reported a position in Citizens Community Bancorp in Q3 2025 and held it in 3 quarters.
  • Covestor's Citizens Community Bancorp position peaked at $1K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.