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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 93 | $132.6M |
| Q1 2026 | 86 | $115.5M |
| Q4 2025 | 81 | $105.6M |
| Q3 2025 | 76 | $94.9M |
| Q2 2025 | 63 | $82.0M |
| Q1 2025 | 50 | $79.5M |
| Q4 2024 | 49 | $89.9M |
| Q3 2024 | 39 | $75.7M |
| Q2 2024 | 34 | $63.4M |
| Q1 2024 | 36 | $67.5M |
| Q4 2023 | 36 | $64.9M |
| Q3 2023 | 34 | $53.8M |
| Q2 2023 | 37 | $49.4M |
| Q1 2023 | 39 | $59.4M |
| Q4 2022 | 45 | $68.2M |
| Q3 2022 | 41 | $71.3M |
| Q2 2022 | 40 | $81.3M |
| Q1 2022 | 40 | $88.7M |
| Q4 2021 | 37 | $82.3M |
| Q3 2021 | 36 | $72.2M |
| Q2 2021 | 35 | $73.0M |
| Q1 2021 | 36 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 42 | $1.00K | 0.00% | −150−78.1% | Reduced |
| Wells Fargo & Company | 55 | $1.00K | 0.00% | −1−1.8% | Reduced |
| Federated Hermes, Inc. | 31 | $1.00K | 0.00% | +31 | New |
| Tower Research Capital LLC (TRC) | 208 | $3.00K | 0.00% | +208 | New |
| Center for Financial Planning, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,909 | $54.0K | 0.00% | −10.0% | Reduced |
| Morgan Stanley | 7,510 | $103.0K | 0.00% | −10.0% | Reduced |
| Commonwealth Equity Services, LLC | 13,252 | $182.0K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 14,991 | $206.0K | 0.00% | +14,991 | New |
| Globeflex Capital L P | 16,637 | $229.0K | 0.05% | +8,284+99.2% | Added |
| Beese Fulmer Investment Management, Inc. | 18,778 | $259.0K | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 19,924 | $275.0K | 0.00% | +942+5.0% | Added |
| Acadian Asset Management LLC | 25,554 | $349.0K | 0.00% | +11,634+83.6% | Added |
| BHZ Capital Management, LP | 31,838 | $438.0K | 0.17% | +600+1.9% | Added |
| Bank of New York Mellon Corp | 33,339 | $459.0K | 0.00% | +33,339 | New |
| Geode Capital Management, LLC | 39,214 | $539.0K | 0.00% | +774+2.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 40,766 | $561.0K | 0.00% | +6,200+17.9% | Added |
| Fourthstone LLC | 40,789 | $562.0K | 0.21% | −28,503−41.1% | Reduced |
| First Manhattan Co | 44,174 | $608.0K | 0.00% | −5,000−10.2% | Reduced |
| State Street Corp | 48,718 | $671.0K | 0.00% | +29+0.1% | Added |
| Wellington Management Group LLP | 51,984 | $716.0K | 0.00% | −19,679−27.5% | Reduced |
| Renaissance Technologies LLC | 54,300 | $748.0K | 0.00% | −4,000−6.9% | Reduced |
| Prelude Capital Management, LLC | 59,843 | $824.0K | 0.04% | +30,950+107.1% | Added |
| BlackRock Inc. | 91,557 | $1.26M | 0.00% | +50,042+120.5% | Added |
| Pinnacle Holdings, LLC | 98,863 | $1.36M | 0.57% | 00.0% | Unchanged |
| River Oaks Capital LLC | 104,800 | $1.44M | 1.34% | +104,800 | New |
| Eidelman Virant Capital | 114,000 | $1.58M | 0.58% | +1,000+0.9% | Added |
| Royce & Associates LP | 153,506 | $2.11M | 0.02% | +153,506 | New |
| Bridgeway Capital Management, LLC | 169,100 | $2.33M | 0.04% | −2,000−1.2% | Reduced |
| Dimensional Fund Advisors LP | 236,799 | $3.26M | 0.00% | +2,192+0.9% | Added |
| Gendell Jeffrey L | 250,904 | $3.46M | 0.28% | −12,330−4.7% | Reduced |
| Vanguard Group Inc | 421,101 | $5.80M | 0.00% | −5,834−1.4% | Reduced |
| Petiole USA ltd | 459,297 | $6.33M | 4.54% | +459,297 | New |
| Manufacturers Life Insurance Company, The | 660,606 | $9.10M | 0.01% | +7,068+1.1% | Added |
| Alliancebernstein L.P. | 744,236 | $10.2M | 0.00% | +73,685+11.0% | Added |
| Banc Funds Co LLC | 951,531 | $13.1M | 0.99% | 00.0% | Unchanged |
| FJ Capital Management LLC | 952,000 | $13.1M | 1.10% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −118,000−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −17,984−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −12,593−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −2,545−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −3−100.0% | Sold out |