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 2022
Institutional positions in Citizens Community Bancorp Inc. as of Dec 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
- 45
- +5 vs. Q3 2022
- Shares held
- 5.67M
- −68.6K (−1.2%) vs. Q3 2022
- Total value
- $68.2M
- −$1.62M (−2.3%) vs. Q3 2022
- New holders
- 8
- 12 more added
- Sold out
- 3
- 16 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 62 | $746 | 0.00% | −284−82.1% | Reduced |
| BNP Paribas Arbitrage, SA | 139 | $1.67K | 0.00% | −12−7.9% | Reduced |
| JPMorgan Chase & Co | 983 | $12.0K | 0.00% | −275−21.9% | Reduced |
| Center for Financial Planning, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,423 | $17.1K | 0.01% | +43+3.1% | Added |
| Advisor Group Holdings, Inc. | 2,542 | $31.0K | 0.00% | −531−17.3% | Reduced |
| FNY Investment Advisers, LLC | 3,444 | $41.0K | 0.06% | +3,444 | New |
| Royal Bank of Canada | 7,059 | $85.0K | 0.00% | +6,300+830.0% | Added |
| Goldman Sachs Group Inc | 11,794 | $141.9K | 0.00% | +11,794 | New |
| Commonwealth Equity Services, LLC | 13,252 | $159.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 14,819 | $178.0K | 0.00% | +14,819 | New |
| Congress Wealth Management LLC | 14,990 | $180.3K | 0.00% | −10.0% | Reduced |
| Globeflex Capital L P | 16,637 | $200.1K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,190 | $207.0K | 0.01% | +17,092+17,440.8% | Added |
| Beese Fulmer Investment Management, Inc. | 18,778 | $225.9K | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 18,937 | $227.8K | 0.00% | −46−0.2% | Reduced |
| Ergoteles LLC | 20,984 | $252.4K | 0.01% | +20,984 | New |
| Jane Street Group, LLC | 23,325 | $280.6K | 0.00% | +23,325 | New |
| Renaissance Technologies LLC | 27,566 | $332.0K | 0.00% | +8,751+46.5% | Added |
| Morgan Stanley | 27,835 | $334.9K | 0.00% | +8,962+47.5% | Added |
| Acadian Asset Management LLC | 28,836 | $345.0K | 0.00% | −1,341−4.4% | Reduced |
| Bank of New York Mellon Corp | 33,961 | $408.6K | 0.00% | −1,454−4.1% | Reduced |
| Prelude Capital Management, LLC | 37,613 | $452.5K | 0.03% | −13,000−25.7% | Reduced |
| HRT Financial LP | 39,014 | $469.0K | 0.01% | +39,014 | New |
| Susquehanna International Group, LLP | 39,429 | $474.3K | 0.00% | +39,429 | New |
| Raymond James Financial Services Advisors, Inc. | 41,116 | $494.6K | 0.00% | −700−1.7% | Reduced |
| BHZ Capital Management, LP | 41,328 | $497.2K | 0.25% | +3,489+9.2% | Added |
| First Manhattan Co | 44,174 | $531.4K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 51,067 | $614.3K | 0.00% | +4,866+10.5% | Added |
| Geode Capital Management, LLC | 63,621 | $765.0K | 0.00% | +2,267+3.7% | Added |
| River Oaks Capital LLC | 74,566 | $897.0K | 1.02% | −29,522−28.4% | Reduced |
| BlackRock Inc. | 83,877 | $1.01M | 0.00% | +508+0.6% | Added |
| Pinnacle Holdings, LLC | 98,379 | $1.18M | 0.53% | −355−0.4% | Reduced |
| Vanguard Group Inc | 149,040 | $1.79M | 0.00% | −305,899−67.2% | Reduced |
| Bridgeway Capital Management, LLC | 181,900 | $2.19M | 0.06% | 00.0% | Unchanged |
| Wellington Management Group LLP | 210,149 | $2.53M | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 213,893 | $2.57M | 0.09% | +213,893 | New |
| Gendell Jeffrey L | 223,179 | $2.68M | 0.24% | −10,873−4.6% | Reduced |
| Royce & Associates LP | 234,598 | $2.82M | 0.03% | +42,819+22.3% | Added |
| Dimensional Fund Advisors LP | 257,648 | $3.10M | 0.00% | +1,964+0.8% | Added |
| Manufacturers Life Insurance Company, The | 645,923 | $7.77M | 0.00% | −1,965−0.3% | Reduced |
| Alliancebernstein L.P. | 806,364 | $9.70M | 0.00% | +20,292+2.6% | Added |
| Banc Funds Co LLC | 875,331 | $10.5M | 0.93% | 00.0% | Unchanged |
| FJ Capital Management LLC | 951,594 | $11.4M | 1.37% | −4060.0% | Reduced |
| IFP Advisors, Inc | 49 | – | – | 00.0% | Unchanged |
| Petiole USA ltd | 0 | $0 | 0.00% | −183,495−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −1,519−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Eidelman Virant Capital | – | – | – | – | Not filed |