SEI Investments
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SEI Investments’s Citizens Community Bancorp CZWI Stock Holding History

SEI Investments’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 		$334K Sell
15,803
-4,074
-20% -$89K ﹤0.01% 2820
2026
Q2 		$465K Buy
19,877
+9,700
+95% +$203K ﹤0.01% 2673
2026
Q1 		$202K Buy
+10,177
New +$187K ﹤0.01% 2972

Other funds holding CZWI

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 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
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $319M AUM 21% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

SEI Investments's CZWI Position: Q3 2026 in Review

SEI Investments reduced its Citizens Community Bancorp (CZWI) stake by 20% in Q3 2026, selling an estimated $89K and leaving 15,803 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

SEI Investments first reported a position in CZWI in Q1 2026 and has held it in 3 quarters since. The position peaked at $465K in Q2 2026. 58 funds tracked by Wall St. Rank hold CZWI as of Q3 2026.

  • SEI Investments held 15,803 shares of Citizens Community Bancorp worth $334K as of Q3 2026.
  • SEI Investments sold 4,074 Citizens Community Bancorp shares in Q3 2026, an estimated $89K.
  • Citizens Community Bancorp made up ﹤0.01% of SEI Investments's portfolio in Q3 2026, its #2820 holding.
  • SEI Investments first reported a position in Citizens Community Bancorp in Q1 2026 and has held it in 3 quarters since.
  • SEI Investments's Citizens Community Bancorp position peaked at $465K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.