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 Q1	$202K	Buy	+10,177	New	+$187K	﹤0.01%	2972

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

SEI Investments's CZWI Position: Q1 2026 in Review

SEI Investments opened a new position in Citizens Community Bancorp (CZWI) in Q1 2026: 10,177 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2972 among its holdings.

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

SEI Investments held 10,177 shares of Citizens Community Bancorp worth $202K as of Q1 2026.
Citizens Community Bancorp was a new SEI Investments position in Q1 2026.
Citizens Community Bancorp made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2972 holding.
86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.