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 2023
Institutional positions in Citizens Community Bancorp Inc. as of Mar 31, 2023. 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
- 39
- −6 vs. Q4 2022
- Shares held
- 5.60M
- −70.1K (−1.2%) vs. Q4 2022
- Total value
- $59.4M
- −$8.79M (−12.9%) vs. Q4 2022
- New holders
- 0
- 14 more added
- Sold out
- 6
- 17 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 951,594 | $10.1M | 1.25% | 00.0% | Unchanged |
| Banc Funds Co LLC | 877,327 | $9.31M | 0.99% | +1,996+0.2% | Added |
| Alliancebernstein L.P. | 848,036 | $9.00M | 0.00% | +41,672+5.2% | Added |
| Manufacturers Life Insurance Company, The | 636,133 | $6.75M | 0.00% | −9,790−1.5% | Reduced |
| Royce & Associates LP | 258,753 | $2.75M | 0.03% | +24,155+10.3% | Added |
| Dimensional Fund Advisors LP | 258,085 | $2.74M | 0.00% | +437+0.2% | Added |
| Gendell Jeffrey L | 223,179 | $2.37M | 0.22% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 223,168 | $2.37M | 0.07% | +9,275+4.3% | Added |
| Wellington Management Group LLP | 197,911 | $2.10M | 0.00% | −12,238−5.8% | Reduced |
| Bridgeway Capital Management, LLC | 165,910 | $1.76M | 0.05% | −15,990−8.8% | Reduced |
| Vanguard Group Inc | 149,140 | $1.58M | 0.00% | +100+0.1% | Added |
| River Oaks Capital LLC | 112,000 | $1.19M | 1.66% | +37,434+50.2% | Added |
| Pinnacle Holdings, LLC | 102,114 | $1.08M | 0.50% | +3,735+3.8% | Added |
| BlackRock Inc. | 84,639 | $898.0K | 0.00% | +762+0.9% | Added |
| Geode Capital Management, LLC | 63,621 | $675.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 52,732 | $559.5K | 0.00% | +1,665+3.3% | Added |
| First Manhattan Co | 52,624 | $558.3K | 0.00% | +8,450+19.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 41,540 | $440.7K | 0.00% | +424+1.0% | Added |
| Bank of New York Mellon Corp | 33,568 | $356.2K | 0.00% | −393−1.2% | Reduced |
| Susquehanna International Group, LLP | 28,827 | $305.9K | 0.00% | −10,602−26.9% | Reduced |
| Acadian Asset Management LLC | 28,836 | $304.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 27,085 | $287.0K | 0.00% | −11,929−30.6% | Reduced |
| Morgan Stanley | 20,465 | $217.1K | 0.00% | −7,370−26.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,778 | $199.2K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 18,227 | $193.4K | 0.00% | −710−3.7% | Reduced |
| BHZ Capital Management, LP | 16,667 | $176.8K | 0.11% | −24,661−59.7% | Reduced |
| Globeflex Capital L P | 16,637 | $176.5K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 15,080 | $160.0K | 0.01% | −5,904−28.1% | Reduced |
| Congress Wealth Management LLC | 14,990 | $159.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,319 | $152.0K | 0.00% | −2,871−16.7% | Reduced |
| Commonwealth Equity Services, LLC | 13,253 | $140.0K | 0.00% | +10.0% | Added |
| Jane Street Group, LLC | 11,561 | $122.7K | 0.00% | −11,764−50.4% | Reduced |
| Renaissance Technologies LLC | 10,400 | $110.0K | 0.00% | −17,166−62.3% | Reduced |
| Royal Bank of Canada | 6,300 | $67.0K | 0.00% | −759−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 2,522 | $26.8K | 0.00% | −20−0.8% | Reduced |
| State of Wyoming | 1,173 | $12.4K | 0.00% | −250−17.6% | Reduced |
| JPMorgan Chase & Co | 1,011 | $11.0K | 0.00% | +28+2.8% | Added |
| Center for Financial Planning, Inc. | 1,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 61 | $647 | 0.00% | −1−1.6% | Reduced |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −37,613−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −14,819−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −11,794−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,444−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −49−100.0% | Sold out |