Jones Financial Companies’s Citizens Community Bancorp CZWI Stock Holding History

Jones Financial Companies’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	$7.46K	Buy	+317	New	+$6.64K	﹤0.01%	3906

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 163.05% 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

Jones Financial Companies's CZWI Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Citizens Community Bancorp (CZWI) in Q2 2026: 317 shares worth $7.46K. The stake represents ﹤0.01% of the portfolio and ranks #3906 among its holdings.

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

Jones Financial Companies held 317 shares of Citizens Community Bancorp worth $7.46K as of Q2 2026.
Citizens Community Bancorp was a new Jones Financial Companies position in Q2 2026.
Citizens Community Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3906 holding.
94 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.