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CZWI icon

Empowered Funds’s Citizens Community Bancorp CZWI Stock Holding History

Empowered Funds’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 		$1.36M Buy
+68,613
New +$1.26M 0.01% 1286
2025
Q4 		– Sell
-64,585
Closed -$1.04M – 1223
2025
Q3 		$1.04M Buy
64,585
+3,514
+6% +$55K 0.01% 1169
2025
Q2 		$843K Sell
61,071
-302
-0.5% -$4.29K 0.01% 1139
2025
Q1 		$883K Buy
61,373
+2,041
+3% +$31.2K 0.01% 1044
2024
Q4 		$967K Buy
59,332
+1,100
+2% +$16.8K 0.01% 980
2024
Q3 		$825K Buy
58,232
+2,948
+5% +$37.8K 0.01% 955
2024
Q2 		$640K Buy
55,284
+3,960
+8% +$44.5K 0.01% 984
2024
Q1 		$624K Buy
51,324
+3,850
+8% +$45.8K 0.01% 1022
2023
Q4 		$556K Buy
47,474
+4,224
+10% +$42.8K 0.01% 971
2023
Q3 		$415K Buy
43,250
+3,476
+9% +$34.6K 0.01% 972
2023
Q2 		$352K Buy
+39,774
New +$366K 0.01% 912

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

Empowered Funds's CZWI Position: Q1 2026 in Review

Empowered Funds opened a new position in Citizens Community Bancorp (CZWI) in Q1 2026: 68,613 shares worth $1.36M. The stake represents 0.01% of the portfolio and ranks #1286 among its holdings. This is a return to the name: Empowered Funds previously reported a position in CZWI as recently as Q3 2025.

Empowered Funds first reported a position in CZWI in Q2 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Empowered Funds held 68,613 shares of Citizens Community Bancorp worth $1.36M as of Q1 2026.
  • Citizens Community Bancorp was a new Empowered Funds position in Q1 2026.
  • Citizens Community Bancorp made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1286 holding.
  • Empowered Funds first reported a position in Citizens Community Bancorp in Q2 2023 and has held it in 11 quarters since.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.