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HRT Financial’s Citizens Community Bancorp CZWI Stock Holding History

HRT Financial’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
Q2 		– Sell
-19,311
Closed -$277K – 2780
2025
Q1 		$277K Buy
+19,311
New +$295K ﹤0.01% 1815
2023
Q2 		– Sell
-27,085
Closed -$287K – 2605
2023
Q1 		$287K Sell
27,085
-11,929
-31% -$144K ﹤0.01% 1737
2022
Q4 		$469K Buy
+39,014
New +$500K 0.01% 1471

Other funds holding CZWI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial's CZWI Position: Q2 2025 in Review

HRT Financial sold out of Citizens Community Bancorp (CZWI) in Q2 2025, closing a stake of 19,311 shares — an estimated $277K sold.

HRT Financial first reported a position in CZWI in Q4 2022 and held it in 3 quarters. The position peaked at $469K in Q4 2022. 63 funds tracked by Wall St. Rank hold CZWI as of Q2 2025.

  • HRT Financial reported no remaining Citizens Community Bancorp position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 19,311 Citizens Community Bancorp shares in Q2 2025, an estimated $277K.
  • HRT Financial first reported a position in Citizens Community Bancorp in Q4 2022 and held it in 3 quarters.
  • HRT Financial's Citizens Community Bancorp position peaked at $469K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.