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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.

Q2 2026 vs. Q1 2026

How the institutions holding Citizens Community Bancorp Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of CZWI: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders86193+8
Shares5.84M1.59K5.69M−152.0K (−2.6%)
Value$115.5M$31.5K$132.6M+$17.2M (+14.9%)

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (14)

Institutions that held Citizens Community Bancorp Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to CZWI in Q2 2026
InstitutionSharesValue% of portfolio
Mackenzie Financial Corp112,055$2.62M0.00%
Citadel Advisors LLC44,925$1.05M0.00%
Nuveen, LLC22,119$517.4K0.00%
Occudo Quantitative Strategies LP19,020$444.9K0.02%
Millennium Management LLC15,727$367.9K0.00%
Los Angeles Capital Management LLC13,895$325.0K0.00%
Marshall Wace, LLP12,745$298.1K0.00%
Cetera Investment Advisers9,916$231.9K0.00%
Centiva Capital, LP9,853$230.5K0.01%
Jones Financial Companies LLLP317$7.46K0.00%
Clearstead Advisors, LLC107$2.50K0.00%
UMA Financial Services, Inc.24$5620.00%
Fortitude Family Office, LLC2$470.00%
Wealth Enhancement Trust Services, Inc.2$470.00%

Sold out (6)

Institutions that held Citizens Community Bancorp Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of CZWI in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Wellington Management Group LLP593,996$11.8M
State of Wyoming415$8.22K
Federated Hermes, Inc.47$931
MAI Capital Management35$693
Root Financial Partners, LLC9$178
Covestor Ltd14$0

Not filed for Q2 2026 yet (1)

Institutions that held Citizens Community Bancorp Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CZWI in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC1,590$31.5K