FL
CZWI icon

Fourthstone LLC’s Citizens Community Bancorp CZWI Stock Holding History

Fourthstone LLC’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 		– Sell
-168,029
Closed -$2.99M – 64
2025
Q4 		$2.99M Sell
168,029
-357,010
-68% -$5.99M 0.56% 43
2025
Q3 		$8.44M Buy
525,039
+272,246
+108% +$4.26M 1.51% 22
2025
Q2 		$3.49M Buy
252,793
+108,242
+75% +$1.54M 0.68% 39
2025
Q1 		$2.08M Sell
144,551
-119,191
-45% -$1.82M 0.52% 34
2024
Q4 		$4.3M Buy
263,742
+156,461
+146% +$2.38M 0.84% 25
2024
Q3 		$1.52M Buy
+107,281
New +$1.38M 0.34% 31
2024
Q1 		– Sell
-434,692
Closed -$5.09M – 42
2023
Q4 		$5.09M Buy
434,692
+252,374
+138% +$2.56M 1.03% 30
2023
Q3 		$1.75M Buy
182,318
+104,825
+135% +$1.04M 0.4% 51
2023
Q2 		$686K Buy
+77,493
New +$712K 0.18% 46
2022
Q1 		– Sell
-40,789
Closed -$562K – 39
2021
Q4 		$562K Sell
40,789
-28,503
-41% -$392K 0.21% 37
2021
Q3 		$953K Sell
69,292
-374,823
-84% -$5.16M 0.38% 40
2021
Q2 		$6.11M Sell
444,115
-472,928
-52% -$6.37M 2.59% 12
2021
Q1 		$11.4M Sell
917,043
-114,407
-11% -$1.31M 5.65% 7
2020
Q4 		$11.2M Sell
1,031,450
-80,914
-7% -$706K 7.09% 5
2020
Q3 		$7.66M Sell
1,112,364
-1,473
-0.1% -$10.1K 6.42% 4
2020
Q2 		$7.64M Buy
1,113,837
+52,813
+5% +$369K 6.4% 4
2020
Q1 		$6.96M Buy
1,061,024
+225,706
+27% +$2.42M 6.33% 4
2019
Q4 		$10.2M Buy
+835,318
New +$9.7M 9.52% 3

Other funds holding CZWI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fourthstone LLC's CZWI Position: Q1 2026 in Review

Fourthstone LLC sold out of Citizens Community Bancorp (CZWI) in Q1 2026, closing a stake of 168,029 shares — an estimated $2.99M sold.

Fourthstone LLC first reported a position in CZWI in Q4 2019 and held it in 18 quarters. The position peaked at $11.4M in Q1 2021. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Fourthstone LLC reported no remaining Citizens Community Bancorp position as of Q1 2026 after selling out during the quarter.
  • Fourthstone LLC sold 168,029 Citizens Community Bancorp shares in Q1 2026, an estimated $2.99M.
  • Fourthstone LLC first reported a position in Citizens Community Bancorp in Q4 2019 and held it in 18 quarters.
  • Fourthstone LLC's Citizens Community Bancorp position peaked at $11.4M in Q1 2021.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Fourthstone LLC's 13F filing for Q1 2026, filed 15 May 2026.