Pinnacle Holdings’s Citizens Community Bancorp CZWI Stock Holding History

Pinnacle Holdings’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	$1.81M	Hold	91,347	–	–	0.58%	58
2025 Q4	$1.63M	Hold	91,347	–	–	0.55%	66
2025 Q3	$1.47M	Hold	91,347	–	–	0.51%	72
2025 Q2	$1.26M	Hold	91,347	–	–	0.45%	80
2025 Q1	$1.31M	Hold	91,347	–	–	0.5%	69
2024 Q4	$1.49M	Sell	91,347 -180	-0.2%	-$2.74K	0.56%	64
2024 Q3	$1.3M	Sell	91,527 -53	-0.1%	-$680	0.51%	66
2024 Q2	$1.06M	Sell	91,580 -85	-0.1%	-$954	0.43%	86
2024 Q1	$1.11M	Sell	91,665 -382	-0.4%	-$4.55K	0.45%	80
2023 Q4	$1.08M	Sell	92,047 -9,949	-10%	-$101K	0.44%	89
2023 Q3	$979K	Sell	101,996 -118	-0.1%	-$1.17K	0.46%	78
2023 Q2	$904K	Hold	102,114	–	–	0.4%	88
2023 Q1	$1.08M	Buy	102,114 +3,735	+4%	+$45K	0.5%	76
2022 Q4	$1.18M	Sell	98,379 -355	-0.4%	-$4.55K	0.53%	72
2022 Q3	$1.2M	Sell	98,734 -75	-0.1%	-$971	0.56%	67
2022 Q2	$1.37M	Hold	98,809	–	–	0.63%	55
2022 Q1	$1.49M	Sell	98,809 -54	-0.1%	-$812	0.59%	57
2021 Q4	$1.36M	Hold	98,863	–	–	0.57%	66
2021 Q3	$1.36M	Sell	98,863 -223	-0.2%	-$3.07K	0.6%	66
2021 Q2	$1.36M	Hold	99,086	–	–	0.62%	64
2021 Q1	$1.23M	Hold	99,086	–	–	0.57%	71
2020 Q4	$1.08M	Sell	99,086 -185	-0.2%	-$1.61K	0.57%	68
2020 Q3	$684K	Sell	99,271 -9,050	-8%	-$62K	0.4%	90
2020 Q2	$743K	Sell	108,321 -324	-0.3%	-$2.27K	0.35%	93
2020 Q1	$701K	Sell	108,645 -3,638	-3%	-$39K	0.4%	89
2019 Q4	$1.37M	Sell	112,283 -625	-0.6%	-$7.26K	0.52%	73
2019 Q3	$1.25M	Sell	112,908 -330	-0.3%	-$3.62K	0.47%	78
2019 Q2	$1.23M	Sell	113,238 -2,340	-2%	-$26.7K	0.46%	76
2019 Q1	$1.38M	Buy	115,578 +17	+0%	+$200	0.52%	69
2018 Q4	$1.26M	Sell	115,561 -129	-0.1%	-$1.6K	0.52%	72
2018 Q3	$1.62M	Sell	115,690 -395	-0.3%	-$5.56K	0.56%	66
2018 Q2	$1.64M	Buy	116,085 +2,381	+2%	+$33K	0.57%	65
2018 Q1	$1.59M	Buy	113,704 +15,285	+16%	+$211K	0.6%	63
2017 Q4	$1.33M	Buy	98,419 +11,365	+13%	+$155K	0.48%	77
2017 Q3	$1.21M	Buy	87,054 +28,425	+48%	+$393K	0.45%	86
2017 Q2	$810K	Buy	58,629 +47,644	+434%	+$666K	0.31%	112
2017 Q1	$152K	Buy	+10,985	New	+$140K	0.06%	163

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

Pinnacle Holdings's CZWI Position: Q1 2026 in Review

Pinnacle Holdings held its Citizens Community Bancorp (CZWI) position steady in Q1 2026 at 91,347 shares worth $1.81M. The position accounts for 0.58% of the portfolio, ranked #58.

Pinnacle Holdings first reported a position in CZWI in Q1 2017 and has held it in 37 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

Pinnacle Holdings held 91,347 shares of Citizens Community Bancorp worth $1.81M as of Q1 2026.
Pinnacle Holdings left its Citizens Community Bancorp share count unchanged in Q1 2026.
Citizens Community Bancorp made up 0.58% of Pinnacle Holdings's portfolio in Q1 2026, its #58 holding.
Pinnacle Holdings first reported a position in Citizens Community Bancorp in Q1 2017 and has held it in 37 quarters since.
86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Pinnacle Holdings's 13F filing for Q1 2026, filed 8 May 2026.