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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, Q4 2021

Institutional positions in Citizens Community Bancorp Inc. as of Dec 31, 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
37
+1 vs. Q3 2021
Shares held
5.98M
+730.7K (+13.9%) vs. Q3 2021
Total value
$82.3M
+$10.1M (+14.0%) vs. Q3 2021
New holders
7
13 more added
Sold out
6
11 more reduced

Compare with Q3 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 holdersQ4 2021: 37 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 heldQ4 2021: $82.3M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q3 2021.

Institutions holding CZWI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Banc Funds Co LLC951,531$13.1M0.99%00.0%Unchanged
FJ Capital Management LLC952,000$13.1M1.10%00.0%Unchanged
Alliancebernstein L.P.744,236$10.2M0.00%+73,685+11.0%Added
Manufacturers Life Insurance Company, The660,606$9.10M0.01%+7,068+1.1%Added
Petiole USA ltd459,297$6.33M4.54%+459,297New
Vanguard Group Inc421,101$5.80M0.00%−5,834−1.4%Reduced
Gendell Jeffrey L250,904$3.46M0.28%−12,330−4.7%Reduced
Dimensional Fund Advisors LP236,799$3.26M0.00%+2,192+0.9%Added
Bridgeway Capital Management, LLC169,100$2.33M0.04%−2,000−1.2%Reduced
Royce & Associates LP153,506$2.11M0.02%+153,506New
Eidelman Virant Capital114,000$1.58M0.58%+1,000+0.9%Added
River Oaks Capital LLC104,800$1.44M1.34%+104,800New
Pinnacle Holdings, LLC98,863$1.36M0.57%00.0%Unchanged
BlackRock Inc.91,557$1.26M0.00%+50,042+120.5%Added
Prelude Capital Management, LLC59,843$824.0K0.04%+30,950+107.1%Added
Renaissance Technologies LLC54,300$748.0K0.00%−4,000−6.9%Reduced
Wellington Management Group LLP51,984$716.0K0.00%−19,679−27.5%Reduced
State Street Corp48,718$671.0K0.00%+29+0.1%Added
First Manhattan Co44,174$608.0K0.00%−5,000−10.2%Reduced
Fourthstone LLC40,789$562.0K0.21%−28,503−41.1%Reduced
Raymond James Financial Services Advisors, Inc.40,766$561.0K0.00%+6,200+17.9%Added
Geode Capital Management, LLC39,214$539.0K0.00%+774+2.0%Added
Bank of New York Mellon Corp33,339$459.0K0.00%+33,339New
BHZ Capital Management, LP31,838$438.0K0.17%+600+1.9%Added
Acadian Asset Management LLC25,554$349.0K0.00%+11,634+83.6%Added
Northern Trust Corp19,924$275.0K0.00%+942+5.0%Added
Beese Fulmer Investment Management, Inc.18,778$259.0K0.03%00.0%Unchanged
Globeflex Capital L P16,637$229.0K0.05%+8,284+99.2%Added
Congress Wealth Management LLC14,991$206.0K0.00%+14,991New
Commonwealth Equity Services, LLC13,252$182.0K0.00%00.0%Unchanged
Morgan Stanley7,510$103.0K0.00%−10.0%Reduced
Advisor Group Holdings, Inc.3,909$54.0K0.00%−10.0%Reduced
Center for Financial Planning, Inc.1,000$14.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)208$3.00K0.00%+208New
Bank of America Corp42$1.00K0.00%−150−78.1%Reduced
Wells Fargo & Company55$1.00K0.00%−1−1.8%Reduced
Federated Hermes, Inc.31$1.00K0.00%+31New
Boothbay Fund Management, LLC0$00.00%−118,000−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−17,984−100.0%Sold out
Millennium Management LLC0$00.00%−12,593−100.0%Sold out
Barclays PLC0$00.00%−2,545−100.0%Sold out
Harbour Investments, Inc.0$00.00%−204−100.0%Sold out
Deutsche Bank AG0$00.00%−3−100.0%Sold out