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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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
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 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Covestor's CZWI Position: Q1 2026 in Review

Covestor reduced its Citizens Community Bancorp (CZWI) stake by 55% in Q1 2026, selling an estimated $313 and leaving 14 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

Covestor first reported a position in CZWI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1K in Q4 2025. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Covestor held 14 shares of Citizens Community Bancorp worth $0 as of Q1 2026.
  • Covestor sold 17 Citizens Community Bancorp shares in Q1 2026, an estimated $313.
  • Citizens Community Bancorp made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2348 holding.
  • Covestor first reported a position in Citizens Community Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Covestor's Citizens Community Bancorp position peaked at $1K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.