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 Q1	$178	Buy	+9	New	+$166	﹤0.01%	3177

Other funds holding CZWI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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, 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's CZWI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Citizens Community Bancorp (CZWI) in Q1 2026: 9 shares worth $178. The stake represents ﹤0.01% of the portfolio and ranks #3177 among its holdings.

86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

Root Financial Partners held 9 shares of Citizens Community Bancorp worth $178 as of Q1 2026.
Citizens Community Bancorp was a new Root Financial Partners position in Q1 2026.
Citizens Community Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3177 holding.
86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.