Fidelity Investments
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Fidelity Investments’s Citizens Community Bancorp CZWI Stock Holding History

Fidelity Investments’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 		$8.2K Buy
414
+7
+2% +$129 ﹤0.01% 4817
2025
Q4 		$7.25K Buy
+407
New +$6.83K ﹤0.01% 4810
2025
Q3 		– Sell
-8,800
Closed -$121K – 5417
2025
Q2 		$121K Buy
+8,800
New +$125K ﹤0.01% 3520
2024
Q1 		– Sell
-1
Closed -$12 – 5419
2023
Q4 		$12 Buy
+1
New +$10 ﹤0.01% 5290

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

Fidelity Investments's CZWI Position: Q1 2026 in Review

Fidelity Investments increased its Citizens Community Bancorp (CZWI) stake by 1.7% in Q1 2026, buying an estimated $129 and bringing the position to 414 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4817.

Fidelity Investments first reported a position in CZWI in Q4 2023 and has held it in 4 quarters since. The position peaked at $121K in Q2 2025. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Fidelity Investments held 414 shares of Citizens Community Bancorp worth $8.2K as of Q1 2026.
  • Fidelity Investments bought 7 Citizens Community Bancorp shares in Q1 2026, an estimated $129.
  • Citizens Community Bancorp made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4817 holding.
  • Fidelity Investments first reported a position in Citizens Community Bancorp in Q4 2023 and has held it in 4 quarters since.
  • Fidelity Investments's Citizens Community Bancorp position peaked at $121K in Q2 2025.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.