JWM
CZWI icon

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
Q2 		$71 Hold
3
– – ﹤0.01% 1671
2026
Q1 		$60 Buy
+3
New +$55 ﹤0.01% 1495

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

JPL Wealth Management's CZWI Position: Q2 2026 in Review

JPL Wealth Management held its Citizens Community Bancorp (CZWI) position steady in Q2 2026 at 3 shares worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

JPL Wealth Management first reported a position in CZWI in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • JPL Wealth Management held 3 shares of Citizens Community Bancorp worth $71 as of Q2 2026.
  • JPL Wealth Management left its Citizens Community Bancorp share count unchanged in Q2 2026.
  • Citizens Community Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1671 holding.
  • JPL Wealth Management first reported a position in Citizens Community Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.