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Essential Partners’s Citizens Community Bancorp CZWI Stock Holding History

Essential Partners’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 		$608 Sell
26
-125
-83% -$2.62K ﹤0.01% 2430
2026
Q1 		$2.99K Buy
151
+2
+1% +$37 ﹤0.01% 1824
2025
Q4 		$2.65K Sell
149
-13
-8% -$218 ﹤0.01% 1705
2025
Q3 		$2.6K Buy
+162
New +$2.54K ﹤0.01% 1703

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

Essential Partners's CZWI Position: Q2 2026 in Review

Essential Partners reduced its Citizens Community Bancorp (CZWI) stake by 83% in Q2 2026, selling an estimated $2.62K and leaving 26 shares worth $608. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Essential Partners first reported a position in CZWI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.99K in Q1 2026. 94 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • Essential Partners held 26 shares of Citizens Community Bancorp worth $608 as of Q2 2026.
  • Essential Partners sold 125 Citizens Community Bancorp shares in Q2 2026, an estimated $2.62K.
  • Citizens Community Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2430 holding.
  • Essential Partners first reported a position in Citizens Community Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Citizens Community Bancorp position peaked at $2.99K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.