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Hillsdale Investment Management’s Citizens Community Bancorp CZWI Stock Holding History

Hillsdale Investment 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
2025
Q1 		– Sell
-13,900
Closed -$226K – 619
2024
Q4 		$226K Buy
+13,900
New +$212K 0.01% 402
2020
Q2 		– Sell
-2,200
Closed -$14K – 595
2020
Q1 		$14K Buy
+2,200
New +$23.6K ﹤0.01% 488

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

Hillsdale Investment Management's CZWI Position: Q1 2025 in Review

Hillsdale Investment Management sold out of Citizens Community Bancorp (CZWI) in Q1 2025, closing a stake of 13,900 shares — an estimated $226K sold.

Hillsdale Investment Management first reported a position in CZWI in Q1 2020 and held it in 2 quarters. The position peaked at $226K in Q4 2024. 50 funds tracked by Wall St. Rank hold CZWI as of Q1 2025.

  • Hillsdale Investment Management reported no remaining Citizens Community Bancorp position as of Q1 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 13,900 Citizens Community Bancorp shares in Q1 2025, an estimated $226K.
  • Hillsdale Investment Management first reported a position in Citizens Community Bancorp in Q1 2020 and held it in 2 quarters.
  • Hillsdale Investment Management's Citizens Community Bancorp position peaked at $226K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.