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 2024
Institutional positions in Citizens Community Bancorp Inc. as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 5.56M
- +19.6K (+0.4%) vs. Q4 2023
- Total value
- $67.5M
- +$2.68M (+4.1%) vs. Q4 2023
- New holders
- 6
- 11 more added
- Sold out
- 6
- 10 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 1,026,470 | $12.5M | 0.00% | +26,936+2.7% | Added |
| FJ Capital Management LLC | 951,594 | $11.6M | 1.18% | 00.0% | Unchanged |
| Banc Funds Co LLC | 751,796 | $9.13M | 1.03% | −99,535−11.7% | Reduced |
| Vanguard Group Inc | 610,734 | $7.42M | 0.00% | +461,594+309.5% | Added |
| Manufacturers Life Insurance Company, The | 538,923 | $6.55M | 0.01% | −1,197−0.2% | Reduced |
| Dimensional Fund Advisors LP | 277,712 | $3.37M | 0.00% | +22,552+8.8% | Added |
| Gendell Jeffrey L | 250,959 | $3.05M | 0.12% | +20,000+8.7% | Added |
| Royce & Associates LP | 200,027 | $2.43M | 0.02% | −46,503−18.9% | Reduced |
| Bridgeway Capital Management, LLC | 173,824 | $2.11M | 0.04% | −1,150−0.7% | Reduced |
| Wellington Management Group LLP | 116,644 | $1.42M | 0.00% | −20,739−15.1% | Reduced |
| Geode Capital Management, LLC | 100,065 | $1.22M | 0.00% | +23,698+31.0% | Added |
| Pinnacle Holdings, LLC | 91,665 | $1.11M | 0.45% | −382−0.4% | Reduced |
| BlackRock Inc. | 68,878 | $836.9K | 0.00% | −15,015−17.9% | Reduced |
| First Manhattan Co | 52,624 | $639.4K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 51,324 | $623.6K | 0.01% | +3,850+8.1% | Added |
| Arrowstreet Capital, Limited Partnership | 41,746 | $507.0K | 0.00% | +41,746 | New |
| Raymond James Financial Services Advisors, Inc. | 39,040 | $474.3K | 0.00% | +500+1.3% | Added |
| Acadian Asset Management LLC | 38,450 | $465.0K | 0.00% | +10,445+37.3% | Added |
| Northern Trust Corp | 29,190 | $354.7K | 0.00% | −2,397−7.6% | Reduced |
| Renaissance Technologies LLC | 25,400 | $309.0K | 0.00% | +8,200+47.7% | Added |
| State Street Corp | 21,258 | $258.3K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 19,395 | $235.6K | 0.00% | +19,395 | New |
| Commonwealth Equity Services, LLC | 19,254 | $234.0K | 0.00% | +4,001+26.2% | Added |
| Beese Fulmer Investment Management, Inc. | 18,778 | $228.2K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 14,990 | $182.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,963 | $181.8K | 0.00% | +14,963 | New |
| Royal Bank of Canada | 6,300 | $77.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,813 | $34.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,697 | $20.6K | 0.00% | −306−15.3% | Reduced |
| Harbour Investments, Inc. | 1,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 448 | $5.44K | 0.00% | +448 | New |
| Morgan Stanley | 266 | $3.23K | 0.00% | +266 | New |
| Wells Fargo & Company | 70 | $854 | 0.00% | +2+2.9% | Added |
| Qube Research & Technologies Ltd | 50 | $608 | 0.00% | −483−90.6% | Reduced |
| UBS Group AG | 23 | $279 | 0.00% | +23 | New |
| Fourthstone LLC | 0 | $0 | 0.00% | −434,692−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −12,437−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |