Citizens Community Bancorp Inc. - CZWI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 691,414 | 12,320 | 0.0% | 0.0% | 1 | +381,805 | 123.32% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 564,248 | 10,054 | 0.0% | 0.0% | 2 | +5,154 | 0.92% | Q4 2025 | Jan 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 543,075 | 9,677 | 0.0% | 0.0% | 3 | -348,077 | -39.06% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 490,493 | 8,740 | 0.01% | — | 4 | +490,493 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 468,801 | 8,354 | 0.0% | 0.0% | 5 | +30,686 | 7.0% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 336,226 | 5,991 | 0.0% | 0.0% | 6 | +7,058 | 2.14% | Q4 2025 | Feb 12, 2026 |
| GENDELL JEFFREY L | History | No change | 248,319 | 4,425 | 0.08% | 0.07% | 7 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANC FUNDS CO LLC | History | No change | 246,286 | 4,388 | 0.87% | 0.69% | 8 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 212,252 | 3,782 | 0.0% | 0.0% | 9 | -9,622 | -4.34% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Added to | 169,805 | 3,025 | 0.0% | 0.0% | 10 | +93,952 | 123.86% | Q4 2025 | Jan 29, 2026 |
| Fourthstone LLC | History | Reduced | 168,029 | 2,994 | 0.56% | 1.51% | 11 | -357,010 | -68.0% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 156,284 | 2,784 | 0.06% | 0.05% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 151,644 | 2,702 | 2.1% | — | 13 | +151,644 | New | Q4 2025 | Jan 21, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 151,098 | 2,682 | 0.0% | 0.0% | 14 | +29,466 | 24.23% | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 120,872 | 2,153 | 0.0% | 0.0% | 15 | +22,227 | 22.53% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 102,103 | 1,819 | 0.0% | 0.0% | 16 | +422 | 0.42% | Q4 2025 | Feb 13, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 92,950 | 1,656 | 0.46% | 0.41% | 17 | +4,000 | 4.5% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Holdings, LLC | History | No change | 91,347 | 1,627 | 0.55% | 0.51% | 18 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 78,927 | 1,406 | 0.0% | 0.0% | 19 | -6,387 | -7.49% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 59,034 | 1,051 | 0.01% | 0.01% | 20 | -3,714 | -5.92% | Q4 2025 | Feb 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 57,624 | 1,026 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 48,702 | 867 | 0.01% | 0.01% | 22 | -40,246 | -45.25% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 45,256 | 806 | 0.0% | 0.0% | 23 | +31,232 | 222.7% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 44,100 | 785 | 0.0% | 0.0% | 24 | +2,400 | 5.76% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 43,444 | 774 | 0.0% | 0.0% | 25 | +14,328 | 49.21% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 37,130 | 661 | 0.0% | 0.0% | 26 | +24,506 | 194.12% | Q4 2025 | Mar 25, 2026 |
| BARCLAYS PLC | History | Added to | 37,077 | 660 | 0.0% | 0.0% | 27 | +1,323 | 3.7% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,605 | 616 | 0.0% | 0.0% | 28 | +13,910 | 67.21% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 34,118 | 607 | 0.01% | 0.01% | 29 | +1,268 | 3.86% | Q4 2025 | Jan 23, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 32,202 | 573 | 0.0% | 0.0% | 30 | +5,000 | 18.38% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,956 | 569 | 0.0% | 0.0% | 31 | +3,119 | 10.82% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 30,321 | 539 | 0.0% | 0.0% | 32 | +1,044 | 3.57% | Q4 2025 | Mar 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 29,577 | 527 | 0.0% | 0.0% | 33 | +129 | 0.44% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,880 | 514 | 0.0% | 0.0% | 34 | +10,154 | 54.22% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 27,736 | 494 | 0.0% | 0.0% | 35 | +1,161 | 4.37% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 19,022 | 338 | 0.0% | 0.0% | 36 | +4,987 | 35.53% | Q4 2025 | Feb 17, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 18,788 | 334 | 0.02% | 0.02% | 37 | +10 | 0.05% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,013 | 320 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 17,500 | 311 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,506 | 276 | 0.0% | — | 40 | +15,506 | New | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 15,135 | 269 | 0.0% | — | 41 | +15,135 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,210 | 217 | 0.0% | 0.0% | 42 | +3,637 | 42.42% | Q4 2025 | Feb 17, 2026 |
| Black Maple Capital Management LP | History | Reduced | 11,718 | 208 | 0.15% | 0.16% | 43 | -8,659 | -42.49% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | No change | 11,200 | 199 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,941 | 194 | 0.0% | 0.0% | 45 | -2,032 | -15.66% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,632 | 189 | 0.0% | 0.0% | 46 | +3,273 | 44.48% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 7,597 | 135 | 0.0% | 0.0% | 47 | -1,641 | -17.76% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,861 | 104 | 0.0% | 0.0% | 48 | -1,349 | -18.71% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 5,605 | 99 | 0.0% | 0.0% | 49 | -436 | -7.22% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,413 | 78 | 0.0% | 0.0% | 52 | -72 | -1.61% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,400 | 78 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,432 | 78 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,426 | 43 | 0.0% | 0.0% | 53 | -390 | -13.85% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,172 | 38 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 1,419 | 25 | 0.0% | 0.0% | 55 | +189 | 15.37% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 980 | 17 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,000 | 17 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 942 | 16 | 0.0% | 0.0% | 58 | -180 | -16.04% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 862 | 15 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 663 | 11 | 0.0% | 0.0% | 60 | -287 | -30.21% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 580 | 10 | 0.0% | 0.0% | 61 | -19 | -3.17% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 546 | 9 | 0.0% | 0.0% | 62 | -116 | -17.52% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 549 | 9 | 0.0% | 0.0% | 63 | +13 | 2.43% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | New | 407 | 7 | 0.0% | — | 64 | +407 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 396 | 7 | 0.0% | 0.0% | 65 | -378 | -48.84% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 309 | 5 | 0.0% | — | 67 | +309 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 298 | 5 | 0.0% | 0.0% | 66 | -30 | -9.15% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | No change | 215 | 3 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 71 | 1 | 0.0% | — | 69 | +71 | New | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Reduced | 31 | 1 | 0.0% | 0.0% | 70 | -21 | -40.38% | Q4 2025 | Feb 06, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -64,585 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -24,054 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -505 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allworth Financial LP | History | New | 55 | 0 | — | — | — | +55 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 29 | 0 | — | — | — | +22 | 314.29% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 30 | 0 | — | — | — | +12 | 66.67% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 10 | 0 | — | — | — | -1 | -9.09% | Q4 2025 | Jan 08, 2026 |
| FEDERATED HERMES, INC. | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |