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, Q1 2022
Institutional positions in Citizens Community Bancorp Inc. as of Mar 31, 2022. 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
- 40
- +3 vs. Q4 2021
- Shares held
- 5.87M
- −105.2K (−1.8%) vs. Q4 2021
- Total value
- $88.7M
- +$6.42M (+7.8%) vs. Q4 2021
- New holders
- 5
- 14 more added
- Sold out
- 2
- 12 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 59 | $1.00K | 0.00% | −149−71.6% | Reduced |
| Wells Fargo & Company | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 49 | $2.00K | 0.00% | +49 | New |
| Prospera Financial Services Inc | 400 | $6.00K | 0.00% | +400 | New |
| Center for Financial Planning, Inc. | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $15.0K | 0.00% | +1,000 | New |
| JPMorgan Chase & Co | 1,540 | $23.0K | 0.00% | +1,540 | New |
| Advisor Group Holdings, Inc. | 3,909 | $59.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,252 | $200.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 13,893 | $210.0K | 0.00% | +13,893 | New |
| Congress Wealth Management LLC | 14,991 | $227.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 16,637 | $251.0K | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 17,929 | $270.0K | 0.00% | +10,419+138.7% | Added |
| Beese Fulmer Investment Management, Inc. | 18,778 | $284.0K | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 19,085 | $289.0K | 0.00% | −839−4.2% | Reduced |
| BHZ Capital Management, LP | 32,538 | $492.0K | 0.19% | +700+2.2% | Added |
| Acadian Asset Management LLC | 33,455 | $504.0K | 0.00% | +7,901+30.9% | Added |
| Bank of New York Mellon Corp | 33,996 | $513.0K | 0.00% | +657+2.0% | Added |
| Geode Capital Management, LLC | 41,046 | $620.0K | 0.00% | +1,832+4.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 42,816 | $647.0K | 0.00% | +2,050+5.0% | Added |
| First Manhattan Co | 44,174 | $667.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 45,568 | $689.0K | 0.00% | −3,150−6.5% | Reduced |
| Renaissance Technologies LLC | 52,950 | $800.0K | 0.00% | −1,350−2.5% | Reduced |
| Prelude Capital Management, LLC | 85,750 | $1.30M | 0.06% | +25,907+43.3% | Added |
| BlackRock Inc. | 86,231 | $1.30M | 0.00% | −5,326−5.8% | Reduced |
| Pinnacle Holdings, LLC | 98,809 | $1.49M | 0.59% | −54−0.1% | Reduced |
| River Oaks Capital LLC | 104,088 | $1.57M | 1.53% | −712−0.7% | Reduced |
| Eidelman Virant Capital | 105,000 | $1.59M | 0.86% | −9,000−7.9% | Reduced |
| Royce & Associates LP | 159,691 | $2.41M | 0.02% | +6,185+4.0% | Added |
| Petiole USA ltd | 183,495 | $2.77M | 2.15% | −275,802−60.0% | Reduced |
| Bridgeway Capital Management, LLC | 191,900 | $2.90M | 0.06% | +22,800+13.5% | Added |
| Wellington Management Group LLP | 213,526 | $3.23M | 0.00% | +161,542+310.8% | Added |
| Gendell Jeffrey L | 234,426 | $3.54M | 0.26% | −16,478−6.6% | Reduced |
| Dimensional Fund Advisors LP | 243,255 | $3.68M | 0.00% | +6,456+2.7% | Added |
| Vanguard Group Inc | 435,534 | $6.58M | 0.00% | +14,433+3.4% | Added |
| Manufacturers Life Insurance Company, The | 670,763 | $10.1M | 0.01% | +10,157+1.5% | Added |
| Alliancebernstein L.P. | 750,609 | $11.3M | 0.00% | +6,373+0.9% | Added |
| Banc Funds Co LLC | 906,129 | $13.7M | 1.07% | −45,402−4.8% | Reduced |
| FJ Capital Management LLC | 951,594 | $14.4M | 1.23% | −4060.0% | Reduced |
| Fourthstone LLC | 0 | $0 | 0.00% | −40,789−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −42−100.0% | Sold out |