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 2023
Institutional positions in Citizens Community Bancorp Inc. as of Dec 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
- 36
- +3 vs. Q3 2023
- Shares held
- 5.54M
- +61.8K (+1.1%) vs. Q3 2023
- Total value
- $64.9M
- +$12.3M (+23.4%) vs. Q3 2023
- New holders
- 4
- 10 more added
- Sold out
- 1
- 7 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 999,534 | $11.7M | 0.00% | +14,000+1.4% | Added |
| FJ Capital Management LLC | 951,594 | $11.1M | 1.12% | 00.0% | Unchanged |
| Banc Funds Co LLC | 851,331 | $9.97M | 0.98% | −25,996−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 540,120 | $6.32M | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 434,692 | $5.09M | 1.03% | +252,374+138.4% | Added |
| Dimensional Fund Advisors LP | 255,160 | $2.99M | 0.00% | +1,721+0.7% | Added |
| Royce & Associates LP | 246,530 | $2.89M | 0.03% | −48,753−16.5% | Reduced |
| Gendell Jeffrey L | 230,959 | $2.70M | 0.15% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 174,974 | $2.05M | 0.04% | +4,224+2.5% | Added |
| Vanguard Group Inc | 149,140 | $1.75M | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 137,383 | $1.61M | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 92,047 | $1.08M | 0.44% | −9,949−9.8% | Reduced |
| BlackRock Inc. | 83,893 | $982.4K | 0.00% | −284−0.3% | Reduced |
| Geode Capital Management, LLC | 76,367 | $894.5K | 0.00% | +4,535+6.3% | Added |
| First Manhattan Co | 52,624 | $616.2K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 47,474 | $555.9K | 0.01% | +4,224+9.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 38,540 | $451.3K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 31,587 | $369.9K | 0.00% | +11,954+60.9% | Added |
| Acadian Asset Management LLC | 28,005 | $326.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 21,258 | $248.9K | 0.00% | −23,694−52.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,778 | $219.9K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,200 | $201.0K | 0.00% | +17,200 | New |
| Commonwealth Equity Services, LLC | 15,253 | $179.0K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 14,990 | $175.5K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 12,437 | $145.6K | 0.00% | −20,413−62.1% | Reduced |
| Royal Bank of Canada | 6,300 | $74.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,813 | $32.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,335 | $27.3K | 0.00% | +2,335 | New |
| State of Wyoming | 2,003 | $23.5K | 0.00% | +1,580+373.5% | Added |
| Tower Research Capital LLC (TRC) | 1,164 | $13.6K | 0.00% | −803−40.8% | Reduced |
| Harbour Investments, Inc. | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 668 | $7.82K | 0.00% | +668 | New |
| Qube Research & Technologies Ltd | 533 | $6.24K | 0.00% | +529+13,225.0% | Added |
| Wells Fargo & Company | 68 | $797 | 0.00% | +3+4.6% | Added |
| FMR LLC | 1 | $12 | 0.00% | +1 | New |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −123,688−100.0% | Sold out |
| River Oaks Capital LLC | – | – | – | – | Not filed |