RA
CZWI icon

Royce & Associates’s Citizens Community Bancorp CZWI Stock Holding History

Royce & Associates’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 		– Sell
-48,702
Closed -$868K – 780
2025
Q4 		$868K Sell
48,702
-40,246
-45% -$675K 0.01% 669
2025
Q3 		$1.43M Sell
88,948
-23,060
-21% -$361K 0.01% 627
2025
Q2 		$1.55M Sell
112,008
-3,341
-3% -$47.5K 0.02% 629
2025
Q1 		$1.66M Sell
115,349
-45,392
-28% -$694K 0.02% 616
2024
Q4 		$2.62M Sell
160,741
-7,894
-5% -$120K 0.02% 588
2024
Q3 		$2.39M Sell
168,635
-30,882
-15% -$396K 0.02% 595
2024
Q2 		$2.31M Sell
199,517
-510
-0.3% -$5.73K 0.02% 596
2024
Q1 		$2.43M Sell
200,027
-46,503
-19% -$554K 0.02% 611
2023
Q4 		$2.89M Sell
246,530
-48,753
-17% -$494K 0.03% 597
2023
Q3 		$2.83M Buy
295,283
+11,948
+4% +$119K 0.03% 591
2023
Q2 		$2.51M Buy
283,335
+24,582
+10% +$226K 0.02% 633
2023
Q1 		$2.75M Buy
258,753
+24,155
+10% +$291K 0.03% 612
2022
Q4 		$2.82M Buy
234,598
+42,819
+22% +$549K 0.03% 594
2022
Q3 		$2.33M Buy
191,779
+3,300
+2% +$42.7K 0.03% 610
2022
Q2 		$2.61M Buy
188,479
+28,788
+18% +$385K 0.03% 623
2022
Q1 		$2.41M Buy
159,691
+6,185
+4% +$93K 0.02% 688
2021
Q4 		$2.11M Buy
+153,506
New +$2.11M 0.02% 720

Other funds holding CZWI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates's CZWI Position: Q1 2026 in Review

Royce & Associates sold out of Citizens Community Bancorp (CZWI) in Q1 2026, closing a stake of 48,702 shares — an estimated $868K sold.

Royce & Associates first reported a position in CZWI in Q4 2021 and held it in 17 quarters. The position peaked at $2.89M in Q4 2023. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Royce & Associates reported no remaining Citizens Community Bancorp position as of Q1 2026 after selling out during the quarter.
  • Royce & Associates sold 48,702 Citizens Community Bancorp shares in Q1 2026, an estimated $868K.
  • Royce & Associates first reported a position in Citizens Community Bancorp in Q4 2021 and held it in 17 quarters.
  • Royce & Associates's Citizens Community Bancorp position peaked at $2.89M in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Royce & Associates's 13F filing for Q1 2026, filed 12 May 2026.