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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
Q2 		$1.29K Buy
55
+26
+90% +$545 ﹤0.01% 4418
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IFP Advisors's CZWI Position: Q2 2026 in Review

IFP Advisors increased its Citizens Community Bancorp (CZWI) stake by 90% in Q2 2026, buying an estimated $545 and bringing the position to 55 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #4418.

IFP Advisors first reported a position in CZWI in Q1 2022 and has held it in 8 quarters since. The position peaked at $2K in Q4 2022. 93 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • IFP Advisors held 55 shares of Citizens Community Bancorp worth $1.29K as of Q2 2026.
  • IFP Advisors bought 26 Citizens Community Bancorp shares in Q2 2026, an estimated $545.
  • Citizens Community Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4418 holding.
  • IFP Advisors first reported a position in Citizens Community Bancorp in Q1 2022 and has held it in 8 quarters since.
  • IFP Advisors's Citizens Community Bancorp position peaked at $2K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.