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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.

Q3 2025 vs. Q2 2025

How the institutions holding Citizens Community Bancorp Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of CZWI: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders63176+14
Shares5.94M15.0K5.91M−22.8K (−0.4%)
Value$82.0M$206.9K$94.9M+$13.1M (+16.0%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (19)

Institutions that held Citizens Community Bancorp Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to CZWI in Q3 2025
InstitutionSharesValue% of portfolio
HSBC Holdings PLC29,277$469.0K0.00%
Ameriprise Financial Inc26,575$427.1K0.00%
AQR Capital Management LLC14,035$225.5K0.00%
Two Sigma Investments, LP14,024$225.4K0.00%
Cetera Investment Advisers12,973$208.5K0.00%
Goldman Sachs Group Inc12,624$202.9K0.00%
Deutsche Bank AG4,432$71.2K0.00%
CWM, LLC1,230$20.0K0.00%
Tower Research Capital LLC (TRC)950$15.3K0.00%
SRS Capital Advisors, Inc.505$8.12K0.00%
Essential Partners LLC162$2.60K0.00%
Covestor Ltd52$1.00K0.00%
Federated Hermes, Inc.47$7550.00%
Allworth Financial LP46$7400.00%
EverSource Wealth Advisors, LLC18$2890.00%
True Wealth Design, LLC11$1770.00%
IFP Advisors, Inc7$1120.00%
Clearstead Advisors, LLC6$970.00%
Rothschild Investment LLC2$320.00%

Sold out (5)

Institutions that held Citizens Community Bancorp Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of CZWI in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
FJ Capital Management LLC383,656$5.29M
Susquehanna International Group, LLP36,626$505.4K
Nuveen, LLC12,418$171.4K
FMR LLC8,800$121.4K
Raymond James Financial Inc7,970$110.0K

Not filed for Q3 2025 yet (1)

Institutions that held Citizens Community Bancorp Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CZWI in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Congress Wealth Management LLC14,990$206.9K