Skip to main content

Citizens Community Bancorp Inc.

CZWI
Exchange
Nasdaq
Industry
Savings Institution, Federally Chartered
SEC CIK
0001367859

In the last 90 days, Citizens Community Bancorp Inc. insiders filed 2 open-market purchases and 0 sales; 93 institutions reported holding it in 13F filings for Q2 2026, worth $132.6M in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Citizens Community Bancorp Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
36
+1 vs. Q2 2021
Shares held
5.24M
−87.9K (−1.6%) vs. Q2 2021
Total value
$72.2M
−$770.1K (−1.1%) vs. Q2 2021
New holders
3
17 more added
Sold out
2
10 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CZWI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 36 institutions
Q1 2021: 36 institutionsQ2 2021: 35 institutionsQ3 2021: 36 institutionsQ4 2021: 37 institutionsQ1 2022: 40 institutionsQ2 2022: 40 institutionsQ3 2022: 41 institutionsQ4 2022: 45 institutionsQ1 2023: 39 institutionsQ2 2023: 37 institutionsQ3 2023: 34 institutionsQ4 2023: 36 institutionsQ1 2024: 36 institutionsQ2 2024: 34 institutionsQ3 2024: 39 institutionsQ4 2024: 49 institutionsQ1 2025: 50 institutionsQ2 2025: 63 institutionsQ3 2025: 76 institutionsQ4 2025: 81 institutionsQ1 2026: 86 institutionsQ2 2026: 93 institutions
Value heldQ3 2021: $72.2M
Q1 2021: $68.4MQ2 2021: $73.0MQ3 2021: $72.2MQ4 2021: $82.3MQ1 2022: $88.7MQ2 2022: $81.3MQ3 2022: $71.3MQ4 2022: $68.2MQ1 2023: $59.4MQ2 2023: $49.4MQ3 2023: $53.8MQ4 2023: $64.9MQ1 2024: $67.5MQ2 2024: $63.4MQ3 2024: $75.7MQ4 2024: $89.9MQ1 2025: $79.5MQ2 2025: $82.0MQ3 2025: $94.9MQ4 2025: $105.6MQ1 2026: $115.5MQ2 2026: $132.6M
Institutions holding CZWI and their total value by quarter
QuarterHoldersValue
Q2 202693$132.6M
Q1 202686$115.5M
Q4 202581$105.6M
Q3 202576$94.9M
Q2 202563$82.0M
Q1 202550$79.5M
Q4 202449$89.9M
Q3 202439$75.7M
Q2 202434$63.4M
Q1 202436$67.5M
Q4 202336$64.9M
Q3 202334$53.8M
Q2 202337$49.4M
Q1 202339$59.4M
Q4 202245$68.2M
Q3 202241$71.3M
Q2 202240$81.3M
Q1 202240$88.7M
Q4 202137$82.3M
Q3 202136$72.2M
Q2 202135$73.0M
Q1 202136$68.4M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q2 2021.

Institutions holding CZWI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Banc Funds Co LLC951,531$13.1M1.00%−95,772−9.1%Reduced
FJ Capital Management LLC952,000$13.1M1.13%00.0%Unchanged
Alliancebernstein L.P.670,551$9.22M0.00%+129,136+23.9%Added
Manufacturers Life Insurance Company, The653,538$8.99M0.01%+11,571+1.8%Added
Vanguard Group Inc426,935$5.87M0.00%−4,094−0.9%Reduced
Gendell Jeffrey L263,234$3.62M0.31%−14,846−5.3%Reduced
Dimensional Fund Advisors LP234,607$3.26M0.00%+5,686+2.5%Added
Bridgeway Capital Management, LLC171,100$2.38M0.05%+55,000+47.4%Added
Boothbay Fund Management, LLC118,000$1.62M0.06%+118,000New
Eidelman Virant Capital113,000$1.56M0.60%+18,000+18.9%Added
Pinnacle Holdings, LLC98,863$1.36M0.60%−223−0.2%Reduced
Wellington Management Group LLP71,663$996.0K0.00%−17,999−20.1%Reduced
Fourthstone LLC69,292$953.0K0.38%−374,823−84.4%Reduced
Renaissance Technologies LLC58,300$802.0K0.00%+18,900+48.0%Added
State Street Corp48,689$677.0K0.00%−341−0.7%Reduced
First Manhattan Co49,174$676.0K0.00%00.0%Unchanged
BlackRock Inc.41,515$570.0K0.00%+1,242+3.1%Added
Geode Capital Management, LLC38,440$534.0K0.00%+1,267+3.4%Added
Raymond James Financial Services Advisors, Inc.34,566$475.0K0.00%+5,500+18.9%Added
BHZ Capital Management, LP31,238$430.0K0.16%+900+3.0%Added
Prelude Capital Management, LLC28,893$397.0K0.02%+28,893New
Northern Trust Corp18,982$261.0K0.00%−1,686−8.2%Reduced
Beese Fulmer Investment Management, Inc.18,778$261.0K0.03%00.0%Unchanged
O'Shaughnessy Asset Management, LLC17,984$248.0K0.01%+1,892+11.8%Added
Acadian Asset Management LLC13,920$189.0K0.00%+8,905+177.6%Added
Commonwealth Equity Services, LLC13,252$182.0K0.00%00.0%Unchanged
Millennium Management LLC12,593$175.0K0.00%+12,593New
Globeflex Capital L P8,353$116.0K0.03%+4,053+94.3%Added
Morgan Stanley7,511$103.0K0.00%+4+0.1%Added
Advisor Group Holdings, Inc.3,910$54.0K0.00%−18−0.5%Reduced
Barclays PLC2,545$35.0K0.00%+1,799+241.2%Added
Center for Financial Planning, Inc.1,000$14.0K0.00%00.0%Unchanged
Harbour Investments, Inc.204$3.00K0.00%00.0%Unchanged
Bank of America Corp192$3.00K0.00%+14+7.9%Added
Wells Fargo & Company56$1.00K0.00%−7−11.1%Reduced
Deutsche Bank AG3$00.00%+1+50.0%Added
Northwestern Mutual Wealth Management Co0$00.00%−1,108−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−353−100.0%Sold out