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MAI Capital Management’s Citizens Community Bancorp CZWI Stock Holding History

MAI Capital 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 		– Sell
-35
Closed -$693 – 2692
2026
Q1 		$693 Buy
35
+33
+1,650% +$607 ﹤0.01% 4304
2025
Q4 		$36 Buy
+2
New +$34 ﹤0.01% 4271

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

MAI Capital Management's CZWI Position: Q2 2026 in Review

MAI Capital Management sold out of Citizens Community Bancorp (CZWI) in Q2 2026, closing a stake of 35 shares — an estimated $693 sold.

MAI Capital Management first reported a position in CZWI in Q4 2025 and held it in 2 quarters. The position peaked at $693 in Q1 2026. 93 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • MAI Capital Management reported no remaining Citizens Community Bancorp position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 35 Citizens Community Bancorp shares in Q2 2026, an estimated $693.
  • MAI Capital Management first reported a position in Citizens Community Bancorp in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Citizens Community Bancorp position peaked at $693 in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

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