Integrated Wealth Concepts’s Citizens Community Bancorp CZWI Stock Holding History

Integrated Wealth Concepts’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	$2.75K	Buy	+118	New	+$2.47K	﹤0.01%	5248

Other funds holding CZWI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Integrated Wealth Concepts's CZWI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Citizens Community Bancorp (CZWI) in Q2 2026: 118 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #5248 among its holdings.

94 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

Integrated Wealth Concepts held 118 shares of Citizens Community Bancorp worth $2.75K as of Q2 2026.
Citizens Community Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
Citizens Community Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5248 holding.
94 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.