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, Q3 2024
Institutional positions in Citizens Community Bancorp Inc. as of Sep 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
- 39
- +6 vs. Q2 2024
- Shares held
- 5.34M
- −70.0K (−1.3%) vs. Q2 2024
- Total value
- $75.7M
- +$13.1M (+20.9%) vs. Q2 2024
- New holders
- 8
- 11 more added
- Sold out
- 2
- 10 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $3 | 0.00% | 0 | Unchanged |
| Morgan Stanley | 1 | $19 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 35 | $496 | 0.00% | +35 | New |
| Bank of America Corp | 74 | $1.05K | 0.00% | +1+1.4% | Added |
| Advisor Group Holdings, Inc. | 291 | $4.12K | 0.00% | −2,522−89.7% | Reduced |
| Center for Financial Planning, Inc. | 1,000 | $14.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,300 | $18.4K | 0.00% | +628+93.5% | Added |
| State of Wyoming | 1,436 | $20.3K | 0.00% | −11−0.8% | Reduced |
| Barclays PLC | 3,416 | $48.4K | 0.00% | +3,416 | New |
| Citigroup Inc | 3,945 | $55.9K | 0.00% | +3,945 | New |
| Royal Bank of Canada | 6,300 | $89.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,352 | $175.0K | 0.00% | +12,348+308,700.0% | Added |
| Congress Wealth Management LLC | 14,990 | $212.4K | 0.00% | +14,990 | New |
| Raymond James Financial Services Advisors, Inc. | 15,628 | $221.4K | 0.00% | −27,766−64.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,327 | $257.7K | 0.00% | +3,573+24.2% | Added |
| Beese Fulmer Investment Management, Inc. | 18,778 | $266.1K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,254 | $301.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 22,558 | $319.6K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 28,500 | $403.8K | 0.00% | +9,200+47.7% | Added |
| Black Maple Capital Management LP | 28,628 | $405.7K | 0.31% | +28,628 | New |
| Northern Trust Corp | 29,187 | $413.6K | 0.00% | −478−1.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 43,699 | $619.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 48,574 | $687.0K | 0.00% | +509+1.1% | Added |
| First Manhattan Co | 57,624 | $816.5K | 0.00% | +5,000+9.5% | Added |
| Empowered Funds, LLC | 58,232 | $825.1K | 0.01% | +2,948+5.3% | Added |
| BlackRock, Inc. | 71,233 | $1.01M | 0.00% | +71,233 | New |
| Pinnacle Holdings, LLC | 91,527 | $1.30M | 0.51% | −53−0.1% | Reduced |
| Geode Capital Management, LLC | 104,125 | $1.48M | 0.00% | +1,732+1.7% | Added |
| Fourthstone LLC | 107,281 | $1.52M | 0.34% | +107,281 | New |
| Wellington Management Group LLP | 116,644 | $1.65M | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 168,635 | $2.39M | 0.02% | −30,882−15.5% | Reduced |
| Bridgeway Capital Management, LLC | 179,532 | $2.54M | 0.05% | +2,948+1.7% | Added |
| Gendell Jeffrey L | 250,959 | $3.56M | 0.11% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 286,429 | $4.06M | 0.00% | +5,731+2.0% | Added |
| Manufacturers Life Insurance Company, The | 521,522 | $7.39M | 0.01% | −13,985−2.6% | Reduced |
| Banc Funds Co LLC | 559,970 | $7.93M | 0.86% | −119,550−17.6% | Reduced |
| Vanguard Group Inc | 610,734 | $8.65M | 0.00% | 00.0% | Unchanged |
| FJ Capital Management LLC | 821,594 | $11.6M | 1.22% | −130,000−13.7% | Reduced |
| Alliancebernstein L.P. | 1,013,650 | $14.4M | 0.00% | −17,335−1.7% | Reduced |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |