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IFP Advisors’s Citizens Community Bancorp CZWI Stock Holding History

IFP Advisors’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 		$574 Hold
29
– – ﹤0.01% 4385
2025
Q4 		$517 Buy
29
+22
+314% +$369 ﹤0.01% 4278
2025
Q3 		$112 Buy
+7
New +$110 ﹤0.01% 4527
2023
Q1 		– Sell
-49
Closed -$2K – 3596
2022
Q4 		$2K Hold
49
– – ﹤0.01% 4134
2022
Q3 		$2K Hold
49
– – ﹤0.01% 4336
2022
Q2 		$2K Hold
49
– – ﹤0.01% 4100
2022
Q1 		$2K Buy
+49
New +$737 ﹤0.01% 4100

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

IFP Advisors's CZWI Position: Q1 2026 in Review

IFP Advisors held its Citizens Community Bancorp (CZWI) position steady in Q1 2026 at 29 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #4385.

IFP Advisors first reported a position in CZWI in Q1 2022 and has held it in 7 quarters since. The position peaked at $2K in Q4 2022. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • IFP Advisors held 29 shares of Citizens Community Bancorp worth $574 as of Q1 2026.
  • IFP Advisors left its Citizens Community Bancorp share count unchanged in Q1 2026.
  • Citizens Community Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4385 holding.
  • IFP Advisors first reported a position in Citizens Community Bancorp in Q1 2022 and has held it in 7 quarters since.
  • IFP Advisors's Citizens Community Bancorp position peaked at $2K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.