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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
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

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

Rothschild Investment LLC's CZWI Position: Q1 2026 in Review

Rothschild Investment LLC increased its Citizens Community Bancorp (CZWI) stake by 260% in Q1 2026, buying an estimated $239 and bringing the position to 18 shares worth $356. The position accounts for ﹤0.01% of the portfolio, ranked #3204.

Rothschild Investment LLC first reported a position in CZWI in Q3 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Rothschild Investment LLC held 18 shares of Citizens Community Bancorp worth $356 as of Q1 2026.
  • Rothschild Investment LLC bought 13 Citizens Community Bancorp shares in Q1 2026, an estimated $239.
  • Citizens Community Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3204 holding.
  • Rothschild Investment LLC first reported a position in Citizens Community Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.