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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $3 | 0.00% | −70−100.0% | Reduced |
| Qube Research & Technologies Ltd | 4 | $46 | 0.00% | −46−92.0% | Reduced |
| Bank of America Corp | 73 | $845 | 0.00% | −375−83.7% | Reduced |
| Innealta Capital, LLC | 555 | $6.42K | 0.00% | +555 | New |
| UBS Group AG | 672 | $7.78K | 0.00% | +649+2,821.7% | Added |
| 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 |
| State of Wyoming | 1,447 | $16.7K | 0.00% | −250−14.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,813 | $32.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,300 | $73.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,754 | $170.7K | 0.00% | −4,641−23.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,778 | $217.3K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 19,300 | $223.3K | 0.00% | −6,100−24.0% | Reduced |
| Commonwealth Equity Services, LLC | 21,254 | $246.0K | 0.00% | +2,000+10.4% | Added |
| State Street Corp | 22,558 | $261.0K | 0.00% | +1,300+6.1% | Added |
| Northern Trust Corp | 29,665 | $343.2K | 0.00% | +475+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 43,394 | $502.1K | 0.00% | +4,354+11.2% | Added |
| Arrowstreet Capital, Limited Partnership | 43,699 | $506.0K | 0.00% | +1,953+4.7% | Added |
| Acadian Asset Management LLC | 48,065 | $554.0K | 0.00% | +9,615+25.0% | Added |
| First Manhattan Co | 52,624 | $608.9K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 55,284 | $639.6K | 0.01% | +3,960+7.7% | Added |
| BlackRock Inc. | 70,426 | $814.8K | 0.00% | +1,548+2.2% | Added |
| Pinnacle Holdings, LLC | 91,580 | $1.06M | 0.43% | −85−0.1% | Reduced |
| Geode Capital Management, LLC | 102,393 | $1.18M | 0.00% | +2,328+2.3% | Added |
| Wellington Management Group LLP | 116,644 | $1.35M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 176,584 | $2.04M | 0.05% | +2,760+1.6% | Added |
| Royce & Associates LP | 199,517 | $2.31M | 0.02% | −510−0.3% | Reduced |
| Gendell Jeffrey L | 250,959 | $2.90M | 0.10% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 280,698 | $3.25M | 0.00% | +2,986+1.1% | Added |
| Manufacturers Life Insurance Company, The | 535,507 | $6.20M | 0.01% | −3,416−0.6% | Reduced |
| Vanguard Group Inc | 610,734 | $7.07M | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 679,520 | $7.86M | 0.93% | −72,276−9.6% | Reduced |
| FJ Capital Management LLC | 951,594 | $11.0M | 1.15% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,030,985 | $11.9M | 0.00% | +4,515+0.4% | Added |
| 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 |