UBS Group
CZWI icon

UBS Group’s Citizens Community Bancorp CZWI Stock Holding History

UBS Group’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 		$2.65M Sell
133,675
-36,130
-21% -$665K ﹤0.01% 4711
2025
Q4 		$3.03M Buy
169,805
+93,952
+124% +$1.58M ﹤0.01% 4555
2025
Q3 		$1.22M Buy
75,853
+60,949
+409% +$954K ﹤0.01% 5392
2025
Q2 		$206K Buy
14,904
+12,545
+532% +$178K ﹤0.01% 6705
2025
Q1 		$33.9K Sell
2,359
-1,285
-35% -$19.6K ﹤0.01% 7860
2024
Q4 		$59.4K Buy
3,644
+2,344
+180% +$35.7K ﹤0.01% 7188
2024
Q3 		$18.4K Buy
1,300
+628
+93% +$8.05K ﹤0.01% 7418
2024
Q2 		$7.78K Buy
672
+649
+2,822% +$7.29K ﹤0.01% 7835
2024
Q1 		$279 Buy
+23
New +$274 ﹤0.01% 8659
2023
Q3 		– Sell
-117
Closed -$1.03K – 9542
2023
Q2 		$1.03K Buy
+117
New +$1.07K ﹤0.01% 8029
2021
Q2 		– Sell
-93
Closed -$1K – 9439
2021
Q1 		$1K Buy
+93
New +$1.07K ﹤0.01% 8758
2019
Q1 		– Sell
-919
Closed -$10K – 7782
2018
Q4 		$10K Buy
919
+71
+8% +$880 ﹤0.01% 7227
2018
Q3 		$12K Sell
848
-662
-44% -$9.32K ﹤0.01% 7063
2018
Q2 		$21K Buy
+1,510
New +$21K ﹤0.01% 6652
2017
Q4 		– Sell
-854
Closed -$12K – 7874
2017
Q3 		$12K Buy
+854
New +$11.8K ﹤0.01% 6774
2016
Q3 		– Sell
-1,055
Closed -$11K – 7708
2016
Q2 		$11K Sell
1,055
-1,448
-58% -$13.8K ﹤0.01% 6714
2016
Q1 		$22K Buy
+2,503
New +$22.9K ﹤0.01% 6123
2015
Q4 		– Sell
-1,621
Closed -$14K – 8376
2015
Q3 		$14K Buy
+1,621
New +$14.6K ﹤0.01% 7009
2015
Q2 		– Sell
-1,734
Closed -$16K – 8540
2015
Q1 		$16K Buy
1,734
+1,127
+186% +$10.3K ﹤0.01% 7197
2014
Q4 		$6K Buy
+607
New +$5.46K ﹤0.01% 8816

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

UBS Group's CZWI Position: Q1 2026 in Review

UBS Group reduced its Citizens Community Bancorp (CZWI) stake by 21% in Q1 2026, selling an estimated $665K and leaving 133,675 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #4711.

UBS Group first reported a position in CZWI in Q4 2014 and has held it in 20 quarters since. The position peaked at $3.03M in Q4 2025. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • UBS Group held 133,675 shares of Citizens Community Bancorp worth $2.65M as of Q1 2026.
  • UBS Group sold 36,130 Citizens Community Bancorp shares in Q1 2026, an estimated $665K.
  • Citizens Community Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4711 holding.
  • UBS Group first reported a position in Citizens Community Bancorp in Q4 2014 and has held it in 20 quarters since.
  • UBS Group's Citizens Community Bancorp position peaked at $3.03M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.