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, Q4 2024
Institutional positions in Citizens Community Bancorp Inc. as of Dec 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
- 49
- +11 vs. Q3 2024
- Shares held
- 5.52M
- +197.7K (+3.7%) vs. Q3 2024
- Total value
- $89.9M
- +$14.5M (+19.2%) vs. Q3 2024
- New holders
- 12
- 15 more added
- Sold out
- 1
- 13 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $3 | 0.00% | 0 | Unchanged |
| Bank of America Corp | 73 | $1.19K | 0.00% | −1−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 313 | $5.10K | 0.00% | +22+7.6% | Added |
| Barclays PLC | 639 | $10.4K | 0.00% | −2,777−81.3% | Reduced |
| Center for Financial Planning, Inc. | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,233 | $20.1K | 0.00% | −203−14.1% | Reduced |
| Russell Investments Group, Ltd. | 1,879 | $30.8K | 0.00% | +1,879 | New |
| Morgan Stanley | 2,427 | $39.5K | 0.00% | +2,426+242,600.0% | Added |
| UBS Group AG | 3,644 | $59.4K | 0.00% | +2,344+180.3% | Added |
| Royal Bank of Canada | 6,394 | $105.0K | 0.00% | +94+1.5% | Added |
| Citigroup Inc | 6,725 | $109.5K | 0.00% | +2,780+70.5% | Added |
| Fiduciary Trust Co | 10,130 | $165.0K | 0.00% | +10,130 | New |
| Citadel Advisors LLC | 12,404 | $202.1K | 0.00% | +12,404 | New |
| Schonfeld Strategic Advisors LLC | 12,505 | $203.7K | 0.00% | +12,505 | New |
| Hillsdale Investment Management Inc. | 13,900 | $226.4K | 0.01% | +13,900 | New |
| Ritholtz Wealth Management | 14,716 | $239.7K | 0.01% | +14,716 | New |
| Congress Wealth Management LLC | 14,990 | $244.2K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,674 | $287.9K | 0.00% | −10,826−38.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,778 | $305.9K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,087 | $327.2K | 0.00% | +20,087 | New |
| 683 Capital Management, LLC | 21,139 | $344.4K | 0.03% | +21,139 | New |
| Commonwealth Equity Services, LLC | 21,254 | $346.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 24,958 | $406.6K | 0.00% | +6,631+36.2% | Added |
| Qube Research & Technologies Ltd | 25,255 | $411.4K | 0.00% | +12,903+104.5% | Added |
| Millennium Management LLC | 25,551 | $416.2K | 0.00% | +25,551 | New |
| Goldman Sachs Group Inc | 26,308 | $428.6K | 0.00% | +26,308 | New |
| Black Maple Capital Management LP | 28,628 | $466.4K | 0.36% | 00.0% | Unchanged |
| State Street Corp | 34,758 | $566.2K | 0.00% | +12,200+54.1% | Added |
| Northern Trust Corp | 39,081 | $636.6K | 0.00% | +9,894+33.9% | Added |
| First Manhattan Co | 57,624 | $938.7K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 59,332 | $966.5K | 0.01% | +1,100+1.9% | Added |
| Arrowstreet Capital, Limited Partnership | 65,724 | $1.07M | 0.00% | +22,025+50.4% | Added |
| Acadian Asset Management LLC | 69,663 | $1.13M | 0.00% | +21,089+43.4% | Added |
| BlackRock, Inc. | 83,482 | $1.36M | 0.00% | +12,249+17.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 88,970 | $1.45M | 0.48% | +88,970 | New |
| Pinnacle Holdings, LLC | 91,347 | $1.49M | 0.56% | −180−0.2% | Reduced |
| Susquehanna International Group, LLP | 94,139 | $1.53M | 0.00% | +94,139 | New |
| Geode Capital Management, LLC | 102,998 | $1.68M | 0.00% | −1,127−1.1% | Reduced |
| Wellington Management Group LLP | 116,644 | $1.90M | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 160,741 | $2.62M | 0.02% | −7,894−4.7% | Reduced |
| Bridgeway Capital Management, LLC | 179,032 | $2.92M | 0.07% | −500−0.3% | Reduced |
| Gendell Jeffrey L | 250,959 | $4.09M | 0.13% | 00.0% | Unchanged |
| Fourthstone LLC | 263,742 | $4.30M | 0.84% | +156,461+145.8% | Added |
| Dimensional Fund Advisors LP | 300,796 | $4.90M | 0.00% | +14,367+5.0% | Added |
| Banc Funds Co LLC | 508,221 | $8.28M | 0.91% | −51,749−9.2% | Reduced |
| Manufacturers Life Insurance Company, The | 510,563 | $8.32M | 0.01% | −10,959−2.1% | Reduced |
| FJ Capital Management LLC | 542,904 | $8.84M | 1.03% | −278,690−33.9% | Reduced |
| Vanguard Group Inc | 586,547 | $9.55M | 0.00% | −24,187−4.0% | Reduced |
| Alliancebernstein L.P. | 982,126 | $16.0M | 0.01% | −31,524−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |