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, Q2 2026
Institutional positions in Citizens Community Bancorp Inc. as of Jun 30, 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
- 93
- +8 vs. Q1 2026
- Shares held
- 5.69M
- −152.0K (−2.6%) vs. Q1 2026
- Total value
- $132.6M
- +$17.2M (+14.9%) vs. Q1 2026
- New holders
- 14
- 42 more added
- Sold out
- 6
- 23 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 2 | $47 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $47 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 3 | $71 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $94 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $188 | 0.00% | −2−20.0% | Reduced |
| Basecamp Wealth Advisors LLC | 11 | $257 | 0.00% | +3+37.5% | Added |
| UMA Financial Services, Inc. | 24 | $562 | 0.00% | +24 | New |
| Essential Partners LLC | 26 | $608 | 0.00% | −125−82.8% | Reduced |
| Rothschild Investment LLC | 32 | $748 | 0.00% | +14+77.8% | Added |
| EverSource Wealth Advisors, LLC | 39 | $911 | 0.00% | +1+2.6% | Added |
| GAMMA Investing LLC | 43 | $1.01K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $1.29K | 0.00% | +26+89.7% | Added |
| Clearstead Advisors, LLC | 107 | $2.50K | 0.00% | +107 | New |
| Farther Finance Advisors, LLC | 124 | $2.90K | 0.00% | −44−26.2% | Reduced |
| California State Teachers Retirement System | 127 | $2.97K | 0.00% | −386−75.2% | Reduced |
| Allworth Financial LP | 128 | $2.99K | 0.00% | +58+82.9% | Added |
| Sterling Capital Management LLC | 174 | $4.07K | 0.00% | −140−44.6% | Reduced |
| UBS Asset Management Americas Inc | 213 | $4.98K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 232 | $5.43K | 0.00% | +197+562.9% | Added |
| SRS Capital Advisors, Inc. | 287 | $6.71K | 0.00% | +277+2,770.0% | Added |
| Jones Financial Companies LLLP | 317 | $7.46K | 0.00% | +317 | New |
| FMR LLC | 452 | $10.6K | 0.00% | +38+9.2% | Added |
| Legal & General Group Plc | 862 | $20.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 980 | $22.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $23.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,079 | $25.0K | 0.00% | +1,039+2,597.5% | Added |
| Tower Research Capital LLC (TRC) | 1,371 | $32.1K | 0.00% | +231+20.3% | Added |
| BNP Paribas Arbitrage, SA | 1,458 | $34.1K | 0.00% | −809−35.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,172 | $50.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 3,615 | $84.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,918 | $91.8K | 0.00% | +87+2.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,244 | $99.3K | 0.00% | −271−6.0% | Reduced |
| Citigroup Inc | 4,244 | $99.3K | 0.00% | +3,813+884.7% | Added |
| New York State Common Retirement Fund | 4,400 | $102.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,605 | $131.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,140 | $143.6K | 0.00% | +5,026+451.2% | Added |
| Rhumbline Advisers | 7,533 | $176.2K | 0.00% | +508+7.2% | Added |
| Wells Fargo & Company | 7,718 | $180.5K | 0.00% | +4,212+120.1% | Added |
| Deutsche Bank AG | 7,981 | $186.7K | 0.00% | +262+3.4% | Added |
| Centiva Capital, LP | 9,853 | $230.5K | 0.01% | +9,853 | New |
| Cetera Investment Advisers | 9,916 | $231.9K | 0.00% | +9,916 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,200 | $262.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 12,232 | $286.1K | 0.00% | −1,472−10.7% | Reduced |
| Marshall Wace, LLP | 12,745 | $298.1K | 0.00% | +12,745 | New |
| Los Angeles Capital Management LLC | 13,895 | $325.0K | 0.00% | +13,895 | New |
| Millennium Management LLC | 15,727 | $367.9K | 0.00% | +15,727 | New |
| UBS Group AG | 17,157 | $401.3K | 0.00% | −116,518−87.2% | Reduced |
| Prudential Financial Inc | 17,335 | $405.5K | 0.00% | +1,300+8.1% | Added |
| Beese Fulmer Investment Management, Inc. | 18,810 | $440.0K | 0.03% | +16+0.1% | Added |
| Occudo Quantitative Strategies LP | 19,020 | $444.9K | 0.02% | +19,020 | New |
| Advisor Group Holdings, Inc. | 19,491 | $455.9K | 0.00% | +1,500+8.3% | Added |
| Trexquant Investment LP | 19,691 | $460.6K | 0.00% | +5,398+37.8% | Added |
| SEI Investments Co | 19,877 | $464.9K | 0.00% | +9,700+95.3% | Added |
| STRS Ohio | 21,400 | $500.5K | 0.00% | +3,900+22.3% | Added |
| Nuveen, LLC | 22,119 | $517.4K | 0.00% | +22,119 | New |
| Barclays PLC | 26,854 | $628.1K | 0.00% | −2,033−7.0% | Reduced |
| Commonwealth Equity Services, LLC | 29,880 | $698.9K | 0.00% | +1,000+3.5% | Added |
| Charles Schwab Investment Management Inc | 30,693 | $717.9K | 0.00% | +2,862+10.3% | Added |
| Ameriprise Financial Inc | 31,505 | $736.9K | 0.00% | +1,091+3.6% | Added |
| Bank of New York Mellon Corp | 32,258 | $754.5K | 0.00% | +1,340+4.3% | Added |
| AQR Capital Management LLC | 32,783 | $766.8K | 0.00% | +9,964+43.7% | Added |
| Morgan Stanley | 34,909 | $816.5K | 0.00% | −1,553−4.3% | Reduced |
| Goldman Sachs Group Inc | 36,501 | $853.8K | 0.00% | −14,218−28.0% | Reduced |
| Victory Capital Management Inc | 41,800 | $977.7K | 0.00% | +7,800+22.9% | Added |
| Citadel Advisors LLC | 44,925 | $1.05M | 0.00% | +44,925 | New |
| Ritholtz Wealth Management | 52,107 | $1.22M | 0.02% | +4,917+10.4% | Added |
| First Manhattan Co | 52,624 | $1.23M | 0.00% | −5,000−8.7% | Reduced |
| HSBC Holdings PLC | 53,522 | $1.25M | 0.00% | −5,732−9.7% | Reduced |
| Vanguard Portfolio Management LLC | 62,236 | $1.46M | 0.00% | +8,416+15.6% | Added |
| Vanguard Fiduciary Trust Co | 64,184 | $1.50M | 0.00% | +3,818+6.3% | Added |
| Empowered Funds, LLC | 71,318 | $1.67M | 0.01% | +2,705+3.9% | Added |
| O'Shaughnessy Asset Management, LLC | 71,842 | $1.68M | 0.01% | +16,247+29.2% | Added |
| Northern Trust Corp | 74,164 | $1.73M | 0.00% | −9,888−11.8% | Reduced |
| Pinnacle Holdings, LLC | 91,262 | $2.13M | 0.66% | −85−0.1% | Reduced |
| Alliancebernstein L.P. | 110,737 | $2.19M | 0.00% | −36,821−25.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 104,290 | $2.44M | 0.59% | +608+0.6% | Added |
| Renaissance Technologies LLC | 107,200 | $2.51M | 0.00% | +53,800+100.7% | Added |
| Daytona Street Capital LLC | 109,911 | $2.51M | 1.84% | −41,333−27.3% | Reduced |
| Mackenzie Financial Corp | 112,055 | $2.62M | 0.00% | +112,055 | New |
| State Street Corp | 134,310 | $3.14M | 0.00% | +9,819+7.9% | Added |
| rhino investment partners, Inc | 144,034 | $3.37M | 1.02% | −18,278−11.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 147,560 | $3.45M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 158,017 | $3.70M | 0.06% | −2,295−1.4% | Reduced |
| Two Sigma Investments, LP | 159,050 | $3.72M | 0.00% | +84,639+113.7% | Added |
| Banc Funds Co LLC | 195,055 | $4.56M | 0.75% | −11,000−5.3% | Reduced |
| Geode Capital Management, LLC | 230,737 | $5.40M | 0.00% | +26,474+13.0% | Added |
| Gendell Jeffrey L | 248,319 | $5.81M | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 281,294 | $6.57M | 0.01% | +26,580+10.4% | Added |
| Boston Partners | 281,634 | $6.59M | 0.01% | +47,022+20.0% | Added |
| Dimensional Fund Advisors LP | 376,262 | $8.80M | 0.00% | +29,521+8.5% | Added |
| Vanguard Capital Management LLC | 413,376 | $9.67M | 0.00% | −47,845−10.4% | Reduced |
| Manufacturers Life Insurance Company, The | 480,842 | $11.2M | 0.01% | −3,346−0.7% | Reduced |
| BlackRock, Inc. | 632,627 | $14.8M | 0.00% | +124,727+24.6% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −593,996−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |