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, Q1 2026
Institutional positions in Citizens Community Bancorp Inc. as of Mar 31, 2026. 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
- 86
- +6 vs. Q4 2025
- Shares held
- 5.84M
- +479.4K (+8.9%) vs. Q4 2025
- Total value
- $115.5M
- +$19.9M (+20.8%) vs. Q4 2025
- New holders
- 15
- 32 more added
- Sold out
- 9
- 24 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −17−54.8% | Reduced |
| JPL Wealth Management, LLC | 3 | $60 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $80 | 0.00% | +1+33.3% | Added |
| SRS Capital Advisors, Inc. | 10 | $139 | 0.00% | +10 | New |
| Basecamp Wealth Advisors LLC | 8 | $158 | 0.00% | +8 | New |
| Root Financial Partners, LLC | 9 | $178 | 0.00% | +9 | New |
| True Wealth Design, LLC | 10 | $198 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 18 | $356 | 0.00% | +13+260.0% | Added |
| IFP Advisors, Inc | 29 | $574 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 35 | $693 | 0.00% | −36−50.7% | Reduced |
| MAI Capital Management | 35 | $693 | 0.00% | +33+1,650.0% | Added |
| EverSource Wealth Advisors, LLC | 38 | $752 | 0.00% | +8+26.7% | Added |
| GAMMA Investing LLC | 43 | $851 | 0.00% | +43 | New |
| Federated Hermes, Inc. | 47 | $931 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 40 | $1.00K | 0.00% | −269−87.1% | Reduced |
| Allworth Financial LP | 70 | $1.39K | 0.00% | +15+27.3% | Added |
| Essential Partners LLC | 151 | $2.99K | 0.00% | +2+1.3% | Added |
| Farther Finance Advisors, LLC | 168 | $3.39K | 0.00% | −228−57.6% | Reduced |
| UBS Asset Management Americas Inc | 213 | $4.22K | 0.00% | +201+1,675.0% | Added |
| Sterling Capital Management LLC | 314 | $6.22K | 0.00% | −232−42.5% | Reduced |
| FMR LLC | 414 | $8.20K | 0.00% | +7+1.7% | Added |
| State of Wyoming | 415 | $8.22K | 0.00% | −134−24.4% | Reduced |
| Citigroup Inc | 431 | $8.53K | 0.00% | +216+100.5% | Added |
| California State Teachers Retirement System | 513 | $10.2K | 0.00% | −67−11.6% | Reduced |
| Legal & General Group Plc | 862 | $17.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 980 | $19.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,114 | $22.1K | 0.00% | +172+18.3% | Added |
| Tower Research Capital LLC (TRC) | 1,140 | $22.6K | 0.00% | +477+71.9% | Added |
| CWM, LLC | 1,590 | $31.5K | 0.00% | +171+12.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,172 | $43.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,267 | $44.9K | 0.00% | −159−6.6% | Reduced |
| Wells Fargo & Company | 3,506 | $69.4K | 0.00% | −7,126−67.0% | Reduced |
| Vanguard Global Advisers, LLC | 3,615 | $71.6K | 0.00% | +3,615 | New |
| JPMorgan Chase & Co | 3,831 | $74.9K | 0.00% | −2,030−34.6% | Reduced |
| New York State Common Retirement Fund | 4,400 | $87.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,515 | $89.4K | 0.00% | +102+2.3% | Added |
| MetLife Investment Management | 5,605 | $111.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 7,025 | $139.1K | 0.00% | −572−7.5% | Reduced |
| Deutsche Bank AG | 7,719 | $152.8K | 0.00% | +3,287+74.2% | Added |
| SEI Investments Co | 10,177 | $201.5K | 0.00% | +10,177 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,200 | $221.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13,704 | $271.3K | 0.00% | +1,494+12.2% | Added |
| Trexquant Investment LP | 14,293 | $283.0K | 0.00% | +14,293 | New |
| Prudential Financial Inc | 16,035 | $317.5K | 0.00% | +900+5.9% | Added |
| STRS Ohio | 17,500 | $346.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,991 | $356.2K | 0.00% | −22−0.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,794 | $372.1K | 0.02% | +60.0% | Added |
| AQR Capital Management LLC | 22,819 | $451.8K | 0.00% | +3,797+20.0% | Added |
| Charles Schwab Investment Management Inc | 27,831 | $551.1K | 0.00% | −4,371−13.6% | Reduced |
| Commonwealth Equity Services, LLC | 28,880 | $571.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 28,887 | $572.0K | 0.00% | −8,190−22.1% | Reduced |
| Ameriprise Financial Inc | 30,414 | $602.2K | 0.00% | +2,678+9.7% | Added |
| Bank of New York Mellon Corp | 30,918 | $612.2K | 0.00% | −1,038−3.2% | Reduced |
| Victory Capital Management Inc | 34,000 | $673.2K | 0.00% | +34,000 | New |
| Morgan Stanley | 36,462 | $722.0K | 0.00% | −6,982−16.1% | Reduced |
| Ritholtz Wealth Management | 47,190 | $934.4K | 0.02% | +13,072+38.3% | Added |
| Goldman Sachs Group Inc | 50,719 | $1.00M | 0.00% | +13,589+36.6% | Added |
| Renaissance Technologies LLC | 53,400 | $1.06M | 0.00% | +9,300+21.1% | Added |
| Vanguard Portfolio Management LLC | 53,820 | $1.07M | 0.00% | +53,820 | New |
| O'Shaughnessy Asset Management, LLC | 55,595 | $1.10M | 0.01% | −3,439−5.8% | Reduced |
| First Manhattan Co | 57,624 | $1.14M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 59,254 | $1.18M | 0.00% | +28,933+95.4% | Added |
| Vanguard Fiduciary Trust Co | 60,366 | $1.20M | 0.00% | +60,366 | New |
| Empowered Funds, LLC | 68,613 | $1.36M | 0.01% | +68,613 | New |
| Two Sigma Investments, LP | 74,411 | $1.47M | 0.00% | +29,155+64.4% | Added |
| Northern Trust Corp | 84,052 | $1.66M | 0.00% | +5,125+6.5% | Added |
| Pinnacle Holdings, LLC | 91,347 | $1.81M | 0.58% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 103,682 | $2.05M | 0.55% | +10,732+11.5% | Added |
| State Street Corp | 124,491 | $2.46M | 0.00% | +22,388+21.9% | Added |
| Alliancebernstein L.P. | 147,558 | $2.63M | 0.00% | −395,517−72.8% | Reduced |
| UBS Group AG | 133,675 | $2.65M | 0.00% | −36,130−21.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 147,560 | $2.92M | 0.00% | +26,688+22.1% | Added |
| Daytona Street Capital LLC | 151,244 | $3.05M | 2.45% | −400−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 160,312 | $3.17M | 0.06% | +4,028+2.6% | Added |
| rhino investment partners, Inc | 162,312 | $3.21M | 0.89% | +162,312 | New |
| Geode Capital Management, LLC | 204,263 | $4.05M | 0.00% | −7,989−3.8% | Reduced |
| Banc Funds Co LLC | 206,055 | $4.08M | 0.76% | −40,231−16.3% | Reduced |
| Boston Partners | 234,612 | $4.65M | 0.00% | +234,612 | New |
| Gendell Jeffrey L | 248,319 | $4.92M | 0.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 254,714 | $5.03M | 0.01% | +103,616+68.6% | Added |
| Dimensional Fund Advisors LP | 346,741 | $6.87M | 0.00% | +10,515+3.1% | Added |
| Vanguard Capital Management LLC | 461,221 | $9.13M | 0.00% | +461,221 | New |
| Manufacturers Life Insurance Company, The | 484,188 | $9.59M | 0.01% | −6,305−1.3% | Reduced |
| BlackRock, Inc. | 507,900 | $10.1M | 0.00% | +39,099+8.3% | Added |
| Wellington Management Group LLP | 593,996 | $11.8M | 0.00% | −97,418−14.1% | Reduced |
| Fourthstone LLC | 0 | $0 | 0.00% | −168,029−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −48,702−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −34,605−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −29,577−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,506−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −15,211−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −11,718−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,941−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |