Raymond James Financial
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Raymond James Financial’s Citizens Community Bancorp CZWI Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-7,970
Closed -$110K – 5390
2025
Q2 		$110K Buy
+7,970
New +$113K ﹤0.01% 4828

Other funds holding CZWI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's CZWI Position: Q3 2025 in Review

Raymond James Financial sold out of Citizens Community Bancorp (CZWI) in Q3 2025, closing a stake of 7,970 shares — an estimated $110K sold.

Raymond James Financial first reported a position in CZWI in Q2 2025 and held it in 1 quarter. The position peaked at $110K in Q2 2025. 76 funds tracked by Wall St. Rank hold CZWI as of Q3 2025.

  • Raymond James Financial reported no remaining Citizens Community Bancorp position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 7,970 Citizens Community Bancorp shares in Q3 2025, an estimated $110K.
  • Raymond James Financial first reported a position in Citizens Community Bancorp in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Citizens Community Bancorp position peaked at $110K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.