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Sterling Capital Management’s Citizens Community Bancorp CZWI Stock Holding History

Sterling Capital Management’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 		$6.22K Sell
314
-232
-42% -$4.27K ﹤0.01% 2625
2025
Q4 		$9.73K Sell
546
-116
-18% -$1.95K ﹤0.01% 2614
2025
Q3 		$10.6K Buy
662
+403
+156% +$6.31K ﹤0.01% 2447
2025
Q2 		$3.57K Buy
+259
New +$3.68K ﹤0.01% 2694

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

Sterling Capital Management's CZWI Position: Q1 2026 in Review

Sterling Capital Management reduced its Citizens Community Bancorp (CZWI) stake by 42% in Q1 2026, selling an estimated $4.27K and leaving 314 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Sterling Capital Management first reported a position in CZWI in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.6K in Q3 2025. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Sterling Capital Management held 314 shares of Citizens Community Bancorp worth $6.22K as of Q1 2026.
  • Sterling Capital Management sold 232 Citizens Community Bancorp shares in Q1 2026, an estimated $4.27K.
  • Citizens Community Bancorp made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2625 holding.
  • Sterling Capital Management first reported a position in Citizens Community Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Sterling Capital Management's Citizens Community Bancorp position peaked at $10.6K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.