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Root Financial Partners’s Citizens Community Bancorp CZWI Stock Holding History

Root Financial Partners’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
-9
Closed -$178 – 1075
2026
Q1 		$178 Buy
+9
New +$166 ﹤0.01% 3177

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Boston Partners
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Acadian Asset Management
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GJL
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BFC
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Root Financial Partners's CZWI Position: Q2 2026 in Review

Root Financial Partners sold out of Citizens Community Bancorp (CZWI) in Q2 2026, closing a stake of 9 shares — an estimated $178 sold.

Root Financial Partners first reported a position in CZWI in Q1 2026 and held it in 1 quarter. The position peaked at $178 in Q1 2026. 93 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • Root Financial Partners reported no remaining Citizens Community Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 9 Citizens Community Bancorp shares in Q2 2026, an estimated $178.
  • Root Financial Partners first reported a position in Citizens Community Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Citizens Community Bancorp position peaked at $178 in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.