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

Ritholtz 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 		$1.22M Buy
52,107
+4,917
+10% +$103K 0.02% 561
2026
Q1 		$934K Buy
47,190
+13,072
+38% +$240K 0.02% 565
2025
Q4 		$608K Buy
34,118
+1,268
+4% +$21.3K 0.01% 656
2025
Q3 		$528K Sell
32,850
-6,001
-15% -$94K 0.01% 668
2025
Q2 		$536K Buy
38,851
+684
+2% +$9.72K 0.01% 620
2025
Q1 		$549K Buy
38,167
+23,451
+159% +$359K 0.02% 566
2024
Q4 		$240K Buy
+14,716
New +$224K 0.01% 772

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

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

Ritholtz Wealth Management increased its Citizens Community Bancorp (CZWI) stake by 10% in Q2 2026, buying an estimated $103K and bringing the position to 52,107 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #561.

Ritholtz Wealth Management first reported a position in CZWI in Q4 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • Ritholtz Wealth Management held 52,107 shares of Citizens Community Bancorp worth $1.22M as of Q2 2026.
  • Ritholtz Wealth Management bought 4,917 Citizens Community Bancorp shares in Q2 2026, an estimated $103K.
  • Citizens Community Bancorp made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #561 holding.
  • Ritholtz Wealth Management first reported a position in Citizens Community Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 94 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.