Gendell Jeffrey L’s Citizens Community Bancorp CZWI Stock Holding History

Gendell Jeffrey L’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	$4.92M	Hold	248,319	–	–	0.07%	79
2025 Q4	$4.43M	Hold	248,319	–	–	0.08%	75
2025 Q3	$3.99M	Hold	248,319	–	–	0.07%	71
2025 Q2	$3.43M	Sell	248,319 -2,618	-1%	-$37.2K	0.09%	55
2025 Q1	$3.61M	Sell	250,937 -22	-0%	-$336	0.16%	49
2024 Q4	$4.09M	Hold	250,959	–	–	0.13%	56
2024 Q3	$3.56M	Hold	250,959	–	–	0.11%	59
2024 Q2	$2.9M	Hold	250,959	–	–	0.1%	69
2024 Q1	$3.05M	Buy	250,959 +20,000	+9%	+$238K	0.12%	59
2023 Q4	$2.7M	Hold	230,959	–	–	0.15%	53
2023 Q3	$2.22M	Buy	230,959 +7,780	+3%	+$77.4K	0.13%	58
2023 Q2	$1.98M	Hold	223,179	–	–	0.15%	44
2023 Q1	$2.37M	Hold	223,179	–	–	0.22%	43
2022 Q4	$2.68M	Sell	223,179 -10,873	-5%	-$139K	0.24%	40
2022 Q3	$2.85M	Sell	234,052 -18	-0%	-$233	0.37%	31
2022 Q2	$3.24M	Sell	234,070 -356	-0.2%	-$4.77K	0.37%	36
2022 Q1	$3.54M	Sell	234,426 -16,478	-7%	-$248K	0.25%	44
2021 Q4	$3.46M	Sell	250,904 -12,330	-5%	-$170K	0.28%	32
2021 Q3	$3.62M	Sell	263,234 -14,846	-5%	-$204K	0.31%	32
2021 Q2	$3.8M	Hold	278,080	–	–	0.34%	31
2021 Q1	$3.45M	Sell	278,080 -9,983	-3%	-$114K	0.37%	29
2020 Q4	$3.14M	Buy	288,063 +21,825	+8%	+$190K	0.42%	24
2020 Q3	$1.83M	Sell	266,238 -2,627	-1%	-$18K	0.39%	18
2020 Q2	$1.84M	Buy	268,865 +3,300	+1%	+$23.1K	0.47%	24
2020 Q1	$1.71M	Sell	265,565 -12,500	-4%	-$134K	0.52%	28
2019 Q4	$3.4M	Sell	278,065 -47,199	-15%	-$548K	0.44%	29
2019 Q3	$3.6M	Hold	325,264	–	–	0.51%	28
2019 Q2	$3.53M	Sell	325,264 -16,797	-5%	-$192K	0.44%	30
2019 Q1	$4.08M	Buy	342,061 +3,720	+1%	+$43.7K	0.57%	28
2018 Q4	$3.69M	Sell	338,341 -400	-0.1%	-$4.96K	0.68%	28
2018 Q3	$4.74M	Sell	338,741 -127	-0%	-$1.79K	0.41%	33
2018 Q2	$4.79M	Sell	338,868 -5,830	-2%	-$80.9K	0.49%	33
2018 Q1	$4.83M	Sell	344,698 -183,742	-35%	-$2.53M	0.54%	34
2017 Q4	$7.13M	Buy	528,440 +5,301	+1%	+$72.4K	0.49%	33
2017 Q3	$7.3M	Buy	523,139 +10,856	+2%	+$150K	0.58%	30
2017 Q2	$7.16M	Buy	512,283 +22,553	+5%	+$315K	0.52%	31
2017 Q1	$6.78M	Buy	489,730 +3,500	+0.7%	+$44.7K	0.68%	33
2016 Q4	$6.04M	Sell	486,230 -30,306	-6%	-$345K	0.7%	32
2016 Q3	$5.78M	Sell	516,536 -85	-0%	-$896	0.85%	27
2016 Q2	$5.35M	Buy	516,621 +56,807	+12%	+$540K	1.1%	22
2016 Q1	$4.12M	Buy	459,814 +147,121	+47%	+$1.34M	0.78%	27
2015 Q4	$2.96M	Buy	312,693 +51,976	+20%	+$473K	0.54%	31
2015 Q3	$2.31M	Buy	260,717 +11,937	+5%	+$108K	0.48%	33
2015 Q2	$2.28M	Buy	248,780 +33,097	+15%	+$303K	0.39%	37
2015 Q1	$1.96M	Buy	215,683 +31,726	+17%	+$291K	0.31%	39
2014 Q4	$1.68M	Buy	183,957 +63,654	+53%	+$573K	0.28%	41
2014 Q3	$1.06M	Buy	+120,303	New	+$1.05M	0.14%	47

Other funds holding CZWI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Gendell Jeffrey L's CZWI Position: Q1 2026 in Review

Gendell Jeffrey L held its Citizens Community Bancorp (CZWI) position steady in Q1 2026 at 248,319 shares worth $4.92M. The position accounts for 0.07% of the portfolio, ranked #79.

Gendell Jeffrey L first reported a position in CZWI in Q3 2014 and has held it in 47 quarters since. The position peaked at $7.3M in Q3 2017. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

Gendell Jeffrey L held 248,319 shares of Citizens Community Bancorp worth $4.92M as of Q1 2026.
Gendell Jeffrey L left its Citizens Community Bancorp share count unchanged in Q1 2026.
Citizens Community Bancorp made up 0.07% of Gendell Jeffrey L's portfolio in Q1 2026, its #79 holding.
Gendell Jeffrey L first reported a position in Citizens Community Bancorp in Q3 2014 and has held it in 47 quarters since.
Gendell Jeffrey L's Citizens Community Bancorp position peaked at $7.3M in Q3 2017.
86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Gendell Jeffrey L's 13F filing for Q1 2026, filed 15 May 2026.