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 |
|---|---|---|---|---|---|
| UBS Group AG | 23 | $279 | 0.00% | +23 | New |
| Qube Research & Technologies Ltd | 50 | $608 | 0.00% | −483−90.6% | Reduced |
| Wells Fargo & Company | 70 | $854 | 0.00% | +2+2.9% | Added |
| Morgan Stanley | 266 | $3.23K | 0.00% | +266 | New |
| Bank of America Corp | 448 | $5.44K | 0.00% | +448 | New |
| 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 |
| State of Wyoming | 1,697 | $20.6K | 0.00% | −306−15.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,813 | $34.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,300 | $77.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,963 | $181.8K | 0.00% | +14,963 | New |
| Congress Wealth Management LLC | 14,990 | $182.1K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 18,778 | $228.2K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 19,254 | $234.0K | 0.00% | +4,001+26.2% | Added |
| O'Shaughnessy Asset Management, LLC | 19,395 | $235.6K | 0.00% | +19,395 | New |
| State Street Corp | 21,258 | $258.3K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 25,400 | $309.0K | 0.00% | +8,200+47.7% | Added |
| Northern Trust Corp | 29,190 | $354.7K | 0.00% | −2,397−7.6% | Reduced |
| Acadian Asset Management LLC | 38,450 | $465.0K | 0.00% | +10,445+37.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 39,040 | $474.3K | 0.00% | +500+1.3% | Added |
| Arrowstreet Capital, Limited Partnership | 41,746 | $507.0K | 0.00% | +41,746 | New |
| Empowered Funds, LLC | 51,324 | $623.6K | 0.01% | +3,850+8.1% | Added |
| First Manhattan Co | 52,624 | $639.4K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 68,878 | $836.9K | 0.00% | −15,015−17.9% | Reduced |
| Pinnacle Holdings, LLC | 91,665 | $1.11M | 0.45% | −382−0.4% | Reduced |
| Geode Capital Management, LLC | 100,065 | $1.22M | 0.00% | +23,698+31.0% | Added |
| Wellington Management Group LLP | 116,644 | $1.42M | 0.00% | −20,739−15.1% | Reduced |
| Bridgeway Capital Management, LLC | 173,824 | $2.11M | 0.04% | −1,150−0.7% | Reduced |
| Royce & Associates LP | 200,027 | $2.43M | 0.02% | −46,503−18.9% | Reduced |
| Gendell Jeffrey L | 250,959 | $3.05M | 0.12% | +20,000+8.7% | Added |
| Dimensional Fund Advisors LP | 277,712 | $3.37M | 0.00% | +22,552+8.8% | Added |
| Manufacturers Life Insurance Company, The | 538,923 | $6.55M | 0.01% | −1,197−0.2% | Reduced |
| Vanguard Group Inc | 610,734 | $7.42M | 0.00% | +461,594+309.5% | Added |
| Banc Funds Co LLC | 751,796 | $9.13M | 1.03% | −99,535−11.7% | Reduced |
| FJ Capital Management LLC | 951,594 | $11.6M | 1.18% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,026,470 | $12.5M | 0.00% | +26,936+2.7% | Added |
| 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 |