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 2024
Institutional positions in Citizens Community Bancorp Inc. as of Jun 30, 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
- 34
- −2 vs. Q1 2024
- Shares held
- 5.48M
- −79.0K (−1.4%) vs. Q1 2024
- Total value
- $63.4M
- −$4.14M (−6.1%) vs. Q1 2024
- New holders
- 1
- 13 more added
- Sold out
- 3
- 10 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 1,030,985 | $11.9M | 0.00% | +4,515+0.4% | Added |
| FJ Capital Management LLC | 951,594 | $11.0M | 1.15% | 00.0% | Unchanged |
| Banc Funds Co LLC | 679,520 | $7.86M | 0.93% | −72,276−9.6% | Reduced |
| Vanguard Group Inc | 610,734 | $7.07M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 535,507 | $6.20M | 0.01% | −3,416−0.6% | Reduced |
| Dimensional Fund Advisors LP | 280,698 | $3.25M | 0.00% | +2,986+1.1% | Added |
| Gendell Jeffrey L | 250,959 | $2.90M | 0.10% | 00.0% | Unchanged |
| Royce & Associates LP | 199,517 | $2.31M | 0.02% | −510−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 176,584 | $2.04M | 0.05% | +2,760+1.6% | Added |
| Wellington Management Group LLP | 116,644 | $1.35M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 102,393 | $1.18M | 0.00% | +2,328+2.3% | Added |
| Pinnacle Holdings, LLC | 91,580 | $1.06M | 0.43% | −85−0.1% | Reduced |
| BlackRock Inc. | 70,426 | $814.8K | 0.00% | +1,548+2.2% | Added |
| Empowered Funds, LLC | 55,284 | $639.6K | 0.01% | +3,960+7.7% | Added |
| First Manhattan Co | 52,624 | $608.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 48,065 | $554.0K | 0.00% | +9,615+25.0% | Added |
| Arrowstreet Capital, Limited Partnership | 43,699 | $506.0K | 0.00% | +1,953+4.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 43,394 | $502.1K | 0.00% | +4,354+11.2% | Added |
| Northern Trust Corp | 29,665 | $343.2K | 0.00% | +475+1.6% | Added |
| State Street Corp | 22,558 | $261.0K | 0.00% | +1,300+6.1% | Added |
| Commonwealth Equity Services, LLC | 21,254 | $246.0K | 0.00% | +2,000+10.4% | Added |
| Renaissance Technologies LLC | 19,300 | $223.3K | 0.00% | −6,100−24.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,778 | $217.3K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,754 | $170.7K | 0.00% | −4,641−23.9% | Reduced |
| Royal Bank of Canada | 6,300 | $73.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,813 | $32.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,447 | $16.7K | 0.00% | −250−14.7% | Reduced |
| Harbour Investments, Inc. | 1,000 | $11.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $11.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 672 | $7.78K | 0.00% | +649+2,821.7% | Added |
| Innealta Capital, LLC | 555 | $6.42K | 0.00% | +555 | New |
| Bank of America Corp | 73 | $845 | 0.00% | −375−83.7% | Reduced |
| Qube Research & Technologies Ltd | 4 | $46 | 0.00% | −46−92.0% | Reduced |
| Wells Fargo & Company | 0 | $3 | 0.00% | −70−100.0% | Reduced |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −14,990−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,963−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −266−100.0% | Sold out |