Root Financial Partners
CZWI icon

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
Q3 		$359 Buy
+17
New +$372 ﹤0.01% 3348
2026
Q2 		– Sell
-9
Closed -$178 – 1075
2026
Q1 		$178 Buy
+9
New +$166 ﹤0.01% 3177

Other funds holding CZWI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
GJL
Gendell Jeffrey L $9.6B AUM 75.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Root Financial Partners's CZWI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Citizens Community Bancorp (CZWI) in Q3 2026: 17 shares worth $359. The stake represents ﹤0.01% of the portfolio and ranks #3348 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CZWI as recently as Q1 2026.

Root Financial Partners first reported a position in CZWI in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold CZWI as of Q3 2026.

  • Root Financial Partners held 17 shares of Citizens Community Bancorp worth $359 as of Q3 2026.
  • Citizens Community Bancorp was a new Root Financial Partners position in Q3 2026.
  • Citizens Community Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3348 holding.
  • Root Financial Partners first reported a position in Citizens Community Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.