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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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
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 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ritholtz Wealth Management's CZWI Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Citizens Community Bancorp (CZWI) stake by 38% in Q1 2026, buying an estimated $240K and bringing the position to 47,190 shares worth $934K. The position accounts for 0.02% of the portfolio, ranked #565.

Ritholtz Wealth Management first reported a position in CZWI in Q4 2024 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Ritholtz Wealth Management held 47,190 shares of Citizens Community Bancorp worth $934K as of Q1 2026.
  • Ritholtz Wealth Management bought 13,072 Citizens Community Bancorp shares in Q1 2026, an estimated $240K.
  • Citizens Community Bancorp made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #565 holding.
  • Ritholtz Wealth Management first reported a position in Citizens Community Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.