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Rothschild Investment LLC’s Citizens Community Bancorp CZWI Stock Holding History

Rothschild Investment LLC’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 		$748 Buy
32
+14
+78% +$293 ﹤0.01% 3160
2026
Q1 		$356 Buy
18
+13
+260% +$239 ﹤0.01% 3204
2025
Q4 		$89 Buy
5
+3
+150% +$50 ﹤0.01% 3214
2025
Q3 		$32 Buy
+2
New +$31 ﹤0.01% 3110

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

Rothschild Investment LLC's CZWI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Citizens Community Bancorp (CZWI) stake by 78% in Q2 2026, buying an estimated $293 and bringing the position to 32 shares worth $748. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

Rothschild Investment LLC first reported a position in CZWI in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • Rothschild Investment LLC held 32 shares of Citizens Community Bancorp worth $748 as of Q2 2026.
  • Rothschild Investment LLC bought 14 Citizens Community Bancorp shares in Q2 2026, an estimated $293.
  • Citizens Community Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3160 holding.
  • Rothschild Investment LLC first reported a position in Citizens Community Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.