Geode Capital Management
CZWI icon

Geode Capital Management’s Citizens Community Bancorp CZWI Stock Holding History

Geode Capital Management’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 		$4.05M Sell
204,263
-7,989
-4% -$147K ﹤0.01% 2850
2025
Q4 		$3.78M Sell
212,252
-9,622
-4% -$161K ﹤0.01% 2915
2025
Q3 		$3.57M Buy
221,874
+7,566
+4% +$118K ﹤0.01% 2944
2025
Q2 		$2.96M Buy
214,308
+115,171
+116% +$1.64M ﹤0.01% 2998
2025
Q1 		$1.43M Sell
99,137
-3,861
-4% -$59K ﹤0.01% 3174
2024
Q4 		$1.68M Sell
102,998
-1,127
-1% -$17.2K ﹤0.01% 3197
2024
Q3 		$1.48M Buy
104,125
+1,732
+2% +$22.2K ﹤0.01% 3218
2024
Q2 		$1.18M Buy
102,393
+2,328
+2% +$26.1K ﹤0.01% 3248
2024
Q1 		$1.22M Buy
100,065
+23,698
+31% +$282K ﹤0.01% 3288
2023
Q4 		$895K Buy
76,367
+4,535
+6% +$45.9K ﹤0.01% 3399
2023
Q3 		$690K Buy
71,832
+5,998
+9% +$59.7K ﹤0.01% 3482
2023
Q2 		$583K Buy
65,834
+2,213
+3% +$20.3K ﹤0.01% 3580
2023
Q1 		$675K Hold
63,621
– – ﹤0.01% 3538
2022
Q4 		$765K Buy
63,621
+2,267
+4% +$29.1K ﹤0.01% 3483
2022
Q3 		$746K Buy
61,354
+20,049
+49% +$260K ﹤0.01% 3536
2022
Q2 		$571K Buy
41,305
+259
+0.6% +$3.47K ﹤0.01% 3694
2022
Q1 		$620K Buy
41,046
+1,832
+5% +$27.5K ﹤0.01% 3838
2021
Q4 		$539K Buy
39,214
+774
+2% +$10.6K ﹤0.01% 4003
2021
Q3 		$534K Buy
38,440
+1,267
+3% +$17.4K ﹤0.01% 4003
2021
Q2 		$508K Buy
37,173
+13,561
+57% +$183K ﹤0.01% 3937
2021
Q1 		$293K Buy
23,612
+1,225
+5% +$14K ﹤0.01% 4001
2020
Q4 		$243K Sell
22,387
-558
-2% -$4.87K ﹤0.01% 3825
2020
Q3 		$158K Hold
22,945
– – ﹤0.01% 3784
2020
Q2 		$157K Buy
22,945
+611
+3% +$4.27K ﹤0.01% 3728
2020
Q1 		$144K Buy
22,334
+1,121
+5% +$12K ﹤0.01% 3646
2019
Q4 		$259K Buy
21,213
+1,765
+9% +$20.5K ﹤0.01% 3715
2019
Q3 		$213K Hold
19,448
– – ﹤0.01% 3741
2019
Q2 		$210K Hold
19,448
– – ﹤0.01% 3777
2019
Q1 		$232K Hold
19,448
– – ﹤0.01% 3695
2018
Q4 		$211K Hold
19,448
– – ﹤0.01% 3658
2018
Q3 		$272K Hold
19,448
– – ﹤0.01% 3661
2018
Q2 		$275K Hold
19,448
– – ﹤0.01% 3626
2018
Q1 		$271K Hold
19,448
– – ﹤0.01% 3598
2017
Q4 		$262K Hold
19,448
– – ﹤0.01% 3587
2017
Q3 		$270K Hold
19,448
– – ﹤0.01% 3567
2017
Q2 		$271K Buy
19,448
+1,019
+6% +$14.2K ﹤0.01% 3577
2017
Q1 		$254K Hold
18,429
– – ﹤0.01% 3568
2016
Q4 		$229K Hold
18,429
– – ﹤0.01% 3573
2016
Q3 		$206K Buy
+18,429
New +$194K ﹤0.01% 3588

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

Geode Capital Management's CZWI Position: Q1 2026 in Review

Geode Capital Management reduced its Citizens Community Bancorp (CZWI) stake by 3.8% in Q1 2026, selling an estimated $147K and leaving 204,263 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2850.

Geode Capital Management first reported a position in CZWI in Q3 2016 and has held it in 39 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Geode Capital Management held 204,263 shares of Citizens Community Bancorp worth $4.05M as of Q1 2026.
  • Geode Capital Management sold 7,989 Citizens Community Bancorp shares in Q1 2026, an estimated $147K.
  • Citizens Community Bancorp made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2850 holding.
  • Geode Capital Management first reported a position in Citizens Community Bancorp in Q3 2016 and has held it in 39 quarters since.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.