State Street
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State Street’s Citizens Community Bancorp CZWI Stock Holding History

State Street’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 		$2.46M Buy
124,491
+22,388
+22% +$412K ﹤0.01% 3236
2025
Q4 		$1.82M Buy
102,103
+422
+0.4% +$7.08K ﹤0.01% 3372
2025
Q3 		$1.63M Buy
101,681
+6,112
+6% +$95.7K ﹤0.01% 3401
2025
Q2 		$1.32M Buy
95,569
+60,811
+175% +$864K ﹤0.01% 3431
2025
Q1 		$500K Hold
34,758
– – ﹤0.01% 3589
2024
Q4 		$566K Buy
34,758
+12,200
+54% +$186K ﹤0.01% 3594
2024
Q3 		$320K Hold
22,558
– – ﹤0.01% 3697
2024
Q2 		$261K Buy
22,558
+1,300
+6% +$14.6K ﹤0.01% 3743
2024
Q1 		$258K Hold
21,258
– – ﹤0.01% 3817
2023
Q4 		$249K Sell
21,258
-23,694
-53% -$240K ﹤0.01% 3843
2023
Q3 		$432K Sell
44,952
-3,281
-7% -$32.7K ﹤0.01% 3705
2023
Q2 		$427K Sell
48,233
-4,499
-9% -$41.3K ﹤0.01% 3732
2023
Q1 		$559K Buy
52,732
+1,665
+3% +$20.1K ﹤0.01% 3705
2022
Q4 		$614K Buy
51,067
+4,866
+11% +$62.4K ﹤0.01% 3693
2022
Q3 		$562K Buy
46,201
+633
+1% +$8.19K ﹤0.01% 3735
2022
Q2 		$630K Hold
45,568
– – ﹤0.01% 3747
2022
Q1 		$689K Sell
45,568
-3,150
-6% -$47.4K ﹤0.01% 3925
2021
Q4 		$671K Buy
48,718
+29
+0.1% +$399 ﹤0.01% 3912
2021
Q3 		$677K Sell
48,689
-341
-0.7% -$4.7K ﹤0.01% 3885
2021
Q2 		$671K Buy
49,030
+26,597
+119% +$359K ﹤0.01% 3751
2021
Q1 		$278K Buy
22,433
+1,054
+5% +$12.1K ﹤0.01% 3800
2020
Q4 		$233K Sell
21,379
-2,373
-10% -$20.7K ﹤0.01% 3732
2020
Q3 		$164K Sell
23,752
-2,524
-10% -$17.3K ﹤0.01% 3679
2020
Q2 		$180K Sell
26,276
-2,571
-9% -$18K ﹤0.01% 3627
2020
Q1 		$186K Buy
28,847
+3,867
+15% +$41.4K ﹤0.01% 3574
2019
Q4 		$305K Buy
24,980
+2,080
+9% +$24.1K ﹤0.01% 3583
2019
Q3 		$252K Sell
22,900
-416
-2% -$4.56K ﹤0.01% 3585
2019
Q2 		$253K Sell
23,316
-1,804
-7% -$20.6K ﹤0.01% 3593
2019
Q1 		$300K Sell
25,120
-898
-3% -$10.5K ﹤0.01% 3524
2018
Q4 		$284K Buy
+26,018
New +$322K ﹤0.01% 3520

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

State Street's CZWI Position: Q1 2026 in Review

State Street increased its Citizens Community Bancorp (CZWI) stake by 22% in Q1 2026, buying an estimated $412K and bringing the position to 124,491 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

State Street first reported a position in CZWI in Q4 2018 and has held it in 30 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • State Street held 124,491 shares of Citizens Community Bancorp worth $2.46M as of Q1 2026.
  • State Street bought 22,388 Citizens Community Bancorp shares in Q1 2026, an estimated $412K.
  • Citizens Community Bancorp made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3236 holding.
  • State Street first reported a position in Citizens Community Bancorp in Q4 2018 and has held it in 30 quarters since.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.