JPL Wealth Management’s Citizens Community Bancorp CZWI Stock Holding History

JPL Wealth Management’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	$60	Buy	+3	New	+$55	﹤0.01%	1495

Other funds holding CZWI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JPL Wealth Management's CZWI Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Citizens Community Bancorp (CZWI) in Q1 2026: 3 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings.

86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

JPL Wealth Management held 3 shares of Citizens Community Bancorp worth $60 as of Q1 2026.
Citizens Community Bancorp was a new JPL Wealth Management position in Q1 2026.
Citizens Community Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1495 holding.
86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.