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, Q3 2023
Institutional positions in Citizens Community Bancorp Inc. as of Sep 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
- 34
- −2 vs. Q2 2023
- Shares held
- 5.61M
- +63.2K (+1.1%) vs. Q2 2023
- Total value
- $53.8M
- +$4.76M (+9.7%) vs. Q2 2023
- New holders
- 2
- 10 more added
- Sold out
- 4
- 9 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 985,534 | $9.46M | 0.00% | +70,572+7.7% | Added |
| FJ Capital Management LLC | 951,594 | $9.14M | 1.03% | 00.0% | Unchanged |
| Banc Funds Co LLC | 877,327 | $8.42M | 0.99% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 540,120 | $5.19M | 0.00% | −92,002−14.6% | Reduced |
| Royce & Associates LP | 295,283 | $2.83M | 0.03% | +11,948+4.2% | Added |
| Dimensional Fund Advisors LP | 253,439 | $2.43M | 0.00% | +1,067+0.4% | Added |
| Gendell Jeffrey L | 230,959 | $2.22M | 0.13% | +7,780+3.5% | Added |
| Fourthstone LLC | 182,318 | $1.75M | 0.40% | +104,825+135.3% | Added |
| Bridgeway Capital Management, LLC | 170,750 | $1.64M | 0.04% | +3,476+2.1% | Added |
| Vanguard Group Inc | 149,140 | $1.43M | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 137,383 | $1.32M | 0.00% | 00.0% | Unchanged |
| River Oaks Capital LLC | 131,299 | $1.26M | 1.86% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 123,688 | $1.19M | 0.04% | −6,942−5.3% | Reduced |
| Pinnacle Holdings, LLC | 101,996 | $979.2K | 0.46% | −118−0.1% | Reduced |
| BlackRock Inc. | 84,177 | $808.1K | 0.00% | −3,034−3.5% | Reduced |
| Geode Capital Management, LLC | 71,832 | $689.8K | 0.00% | +5,998+9.1% | Added |
| First Manhattan Co | 52,624 | $505.2K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 44,952 | $431.5K | 0.00% | −3,281−6.8% | Reduced |
| Empowered Funds, LLC | 43,250 | $415.2K | 0.01% | +3,476+8.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 38,540 | $370.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 32,850 | $315.4K | 0.00% | −226−0.7% | Reduced |
| Acadian Asset Management LLC | 28,005 | $267.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 19,633 | $188.5K | 0.00% | −13−0.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,778 | $180.3K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,253 | $146.0K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 14,990 | $143.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,300 | $60.0K | 0.00% | −82−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,813 | $27.0K | 0.00% | +291+11.5% | Added |
| Tower Research Capital LLC (TRC) | 1,967 | $18.9K | 0.00% | −8,904−81.9% | Reduced |
| Center for Financial Planning, Inc. | 1,000 | $9.60K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $9.60K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 423 | $4.06K | 0.00% | +423 | New |
| Wells Fargo & Company | 65 | $624 | 0.00% | +1+1.6% | Added |
| Qube Research & Technologies Ltd | 4 | $38 | 0.00% | +4 | New |
| Morgan Stanley | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Ategra Capital Management, LLC | 0 | $0 | 0.00% | −13,430−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |