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EverSource Wealth Advisors’s Citizens Community Bancorp CZWI Stock Holding History

EverSource Wealth Advisors’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 		$911 Buy
39
+1
+3% +$21 ﹤0.01% 3998
2026
Q1 		$752 Buy
38
+8
+27% +$147 ﹤0.01% 3952
2025
Q4 		$535 Buy
30
+12
+67% +$201 ﹤0.01% 3860
2025
Q3 		$289 Buy
+18
New +$282 ﹤0.01% 4053

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

EverSource Wealth Advisors's CZWI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Citizens Community Bancorp (CZWI) stake by 2.6% in Q2 2026, buying an estimated $21 and bringing the position to 39 shares worth $911. The position accounts for ﹤0.01% of the portfolio, ranked #3998.

EverSource Wealth Advisors first reported a position in CZWI in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • EverSource Wealth Advisors held 39 shares of Citizens Community Bancorp worth $911 as of Q2 2026.
  • EverSource Wealth Advisors bought 1 Citizens Community Bancorp share in Q2 2026, an estimated $21.
  • Citizens Community Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3998 holding.
  • EverSource Wealth Advisors first reported a position in Citizens Community Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.