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Fiduciary Trust’s Citizens Community Bancorp CZWI Stock Holding History

Fiduciary Trust’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
2025
Q1 		– Sell
-10,130
Closed -$165K – 824
2024
Q4 		$165K Buy
+10,130
New +$154K ﹤0.01% 669

Other funds holding CZWI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Fiduciary Trust's CZWI Position: Q1 2025 in Review

Fiduciary Trust sold out of Citizens Community Bancorp (CZWI) in Q1 2025, closing a stake of 10,130 shares — an estimated $165K sold.

Fiduciary Trust first reported a position in CZWI in Q4 2024 and held it in 1 quarter. The position peaked at $165K in Q4 2024. 50 funds tracked by Wall St. Rank hold CZWI as of Q1 2025.

  • Fiduciary Trust reported no remaining Citizens Community Bancorp position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Trust sold 10,130 Citizens Community Bancorp shares in Q1 2025, an estimated $165K.
  • Fiduciary Trust first reported a position in Citizens Community Bancorp in Q4 2024 and held it in 1 quarter.
  • Fiduciary Trust's Citizens Community Bancorp position peaked at $165K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2025.

Based on Fiduciary Trust's 13F filing for Q1 2025, filed 15 May 2025.