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, Q2 2023
Institutional positions in Citizens Community Bancorp Inc. as of Jun 30, 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
- 37
- −2 vs. Q1 2023
- Shares held
- 5.59M
- −13.4K (−0.2%) vs. Q1 2023
- Total value
- $49.4M
- −$9.97M (−16.8%) vs. Q1 2023
- New holders
- 6
- 11 more added
- Sold out
- 8
- 10 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 64 | $566 | 0.00% | +3+4.9% | Added |
| UBS Group AG | 117 | $1.03K | 0.00% | +117 | New |
| Harbour Investments, Inc. | 1,000 | $8.85K | 0.00% | +1,000 | New |
| Center for Financial Planning, Inc. | 1,000 | $8.85K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,048 | $9.28K | 0.00% | +37+3.7% | Added |
| Advisor Group Holdings, Inc. | 2,522 | $22.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,382 | $57.0K | 0.00% | +82+1.3% | Added |
| Tower Research Capital LLC (TRC) | 10,871 | $96.2K | 0.00% | −3,448−24.1% | Reduced |
| Ategra Capital Management, LLC | 13,430 | $118.9K | 0.06% | +13,430 | New |
| Congress Wealth Management LLC | 14,990 | $132.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,253 | $135.0K | 0.00% | +2,000+15.1% | Added |
| Morgan Stanley | 17,500 | $154.9K | 0.00% | −2,965−14.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,778 | $166.2K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 19,646 | $173.9K | 0.00% | +1,419+7.8% | Added |
| Acadian Asset Management LLC | 28,005 | $246.0K | 0.00% | −831−2.9% | Reduced |
| Bank of New York Mellon Corp | 33,076 | $292.7K | 0.00% | −492−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 38,540 | $341.1K | 0.00% | −3,000−7.2% | Reduced |
| Empowered Funds, LLC | 39,774 | $352.0K | 0.01% | +39,774 | New |
| EA Series Trust | 39,774 | $352.0K | 0.01% | +39,774 | New |
| State Street Corp | 48,233 | $426.9K | 0.00% | −4,499−8.5% | Reduced |
| First Manhattan Co | 52,624 | $465.7K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 65,834 | $582.6K | 0.00% | +2,213+3.5% | Added |
| Fourthstone LLC | 77,493 | $685.8K | 0.18% | +77,493 | New |
| BlackRock Inc. | 87,211 | $771.8K | 0.00% | +2,572+3.0% | Added |
| Pinnacle Holdings, LLC | 102,114 | $903.7K | 0.40% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 130,630 | $1.16M | 0.04% | −92,538−41.5% | Reduced |
| River Oaks Capital LLC | 131,299 | $1.16M | 1.77% | +19,299+17.2% | Added |
| Wellington Management Group LLP | 137,383 | $1.22M | 0.00% | −60,528−30.6% | Reduced |
| Vanguard Group Inc | 149,140 | $1.32M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 167,274 | $1.48M | 0.04% | +1,364+0.8% | Added |
| Gendell Jeffrey L | 223,179 | $1.98M | 0.15% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 252,372 | $2.23M | 0.00% | −5,713−2.2% | Reduced |
| Royce & Associates LP | 283,335 | $2.51M | 0.02% | +24,582+9.5% | Added |
| Manufacturers Life Insurance Company, The | 632,122 | $5.59M | 0.00% | −4,011−0.6% | Reduced |
| Banc Funds Co LLC | 877,327 | $7.76M | 0.91% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 914,962 | $8.10M | 0.00% | +66,926+7.9% | Added |
| FJ Capital Management LLC | 951,594 | $8.42M | 1.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −28,827−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −27,085−100.0% | Sold out |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −16,667−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −16,637−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −15,080−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,561−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |