Wellington Management Group
CZWI icon

Wellington Management Group’s Citizens Community Bancorp CZWI Stock Holding History

Wellington Management 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 		$11.8M Sell
593,996
-97,418
-14% -$1.79M ﹤0.01% 1201
2025
Q4 		$12.3M Buy
691,414
+381,805
+123% +$6.4M ﹤0.01% 1192
2025
Q3 		$4.98M Buy
309,609
+195,959
+172% +$3.07M ﹤0.01% 1443
2025
Q2 		$1.57M Hold
113,650
– – ﹤0.01% 1629
2025
Q1 		$1.63M Sell
113,650
-2,994
-3% -$45.8K ﹤0.01% 1600
2024
Q4 		$1.9M Hold
116,644
– – ﹤0.01% 1580
2024
Q3 		$1.65M Hold
116,644
– – ﹤0.01% 1590
2024
Q2 		$1.35M Hold
116,644
– – ﹤0.01% 1600
2024
Q1 		$1.42M Sell
116,644
-20,739
-15% -$247K ﹤0.01% 1601
2023
Q4 		$1.61M Hold
137,383
– – ﹤0.01% 1528
2023
Q3 		$1.32M Hold
137,383
– – ﹤0.01% 1557
2023
Q2 		$1.22M Sell
137,383
-60,528
-31% -$556K ﹤0.01% 1576
2023
Q1 		$2.1M Sell
197,911
-12,238
-6% -$147K ﹤0.01% 1501
2022
Q4 		$2.53M Hold
210,149
– – ﹤0.01% 1456
2022
Q3 		$2.56M Sell
210,149
-3,377
-2% -$43.7K ﹤0.01% 1464
2022
Q2 		$2.95M Hold
213,526
– – ﹤0.01% 1458
2022
Q1 		$3.23M Buy
213,526
+161,542
+311% +$2.43M ﹤0.01% 1500
2021
Q4 		$716K Sell
51,984
-19,679
-27% -$271K ﹤0.01% 1867
2021
Q3 		$996K Sell
71,663
-17,999
-20% -$248K ﹤0.01% 1795
2021
Q2 		$1.23M Sell
89,662
-40,884
-31% -$551K ﹤0.01% 1760
2021
Q1 		$1.62M Sell
130,546
-56,154
-30% -$644K ﹤0.01% 1658
2020
Q4 		$2.03M Sell
186,700
-2,527
-1% -$22K ﹤0.01% 1493
2020
Q3 		$1.3M Sell
189,227
-190,762
-50% -$1.31M ﹤0.01% 1495
2020
Q2 		$2.61M Sell
379,989
-157,877
-29% -$1.1M ﹤0.01% 1313
2020
Q1 		$3.47M Sell
537,866
-46,923
-8% -$503K ﹤0.01% 1268
2019
Q4 		$7.15M Sell
584,789
-48,640
-8% -$565K ﹤0.01% 1247
2019
Q3 		$6.97M Sell
633,429
-45,821
-7% -$502K ﹤0.01% 1257
2019
Q2 		$7.36M Sell
679,250
-19,976
-3% -$228K ﹤0.01% 1288
2019
Q1 		$8.34M Sell
699,226
-124,350
-15% -$1.46M ﹤0.01% 1254
2018
Q4 		$8.98M Buy
823,576
+559,462
+212% +$6.93M ﹤0.01% 1219
2018
Q3 		$3.7M Buy
264,114
+374
+0.1% +$5.26K ﹤0.01% 1554
2018
Q2 		$3.73M Buy
263,740
+33,532
+15% +$465K ﹤0.01% 1572
2018
Q1 		$3.22M Buy
+230,208
New +$3.17M ﹤0.01% 1612

Other funds holding CZWI

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
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Wellington Management Group's CZWI Position: Q1 2026 in Review

Wellington Management Group reduced its Citizens Community Bancorp (CZWI) stake by 14% in Q1 2026, selling an estimated $1.79M and leaving 593,996 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Wellington Management Group first reported a position in CZWI in Q1 2018 and has held it in 33 quarters since. The position peaked at $12.3M in Q4 2025. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Wellington Management Group held 593,996 shares of Citizens Community Bancorp worth $11.8M as of Q1 2026.
  • Wellington Management Group sold 97,418 Citizens Community Bancorp shares in Q1 2026, an estimated $1.79M.
  • Citizens Community Bancorp made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1201 holding.
  • Wellington Management Group first reported a position in Citizens Community Bancorp in Q1 2018 and has held it in 33 quarters since.
  • Wellington Management Group's Citizens Community Bancorp position peaked at $12.3M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.