Citizens Community Bancorp Inc. - CZWI
Detailed investor-level table based on 13F positions.
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 | Reduced | 593,996 | 11,761 | 0.0% | 0.0% | 1 | -97,418 | -14.09% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 507,900 | 10,056 | 0.0% | 0.0% | 2 | +39,099 | 8.34% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 564,248 | 10,054 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 484,188 | 9,586 | 0.01% | 0.01% | 4 | -6,305 | -1.29% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 461,221 | 9,132 | 0.0% | — | 5 | +461,221 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 346,741 | 6,865 | 0.0% | 0.0% | 6 | +10,515 | 3.13% | Q1 2026 | May 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 254,714 | 5,032 | 0.01% | 0.0% | 7 | +103,616 | 68.58% | Q1 2026 | May 13, 2026 |
| GENDELL JEFFREY L | History | No change | 248,319 | 4,916 | 0.07% | 0.08% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | New | 234,612 | 4,645 | 0.0% | — | 9 | +234,612 | New | Q1 2026 | May 11, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 206,055 | 4,079 | 0.76% | 0.87% | 10 | -40,231 | -16.34% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 204,263 | 4,045 | 0.0% | 0.0% | 11 | -7,989 | -3.76% | Q1 2026 | May 15, 2026 |
| Rhino Investment Partners, Inc | History | New | 162,312 | 3,213 | 0.89% | — | 12 | +162,312 | New | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 160,312 | 3,174 | 0.06% | 0.06% | 13 | +4,028 | 2.58% | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | Reduced | 151,244 | 3,048 | 2.35% | 2.1% | 14 | -400 | -0.26% | Q1 2026 | Apr 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 147,560 | 2,921 | 0.0% | 0.0% | 15 | +26,688 | 22.08% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 133,675 | 2,646 | 0.0% | 0.0% | 16 | -36,130 | -21.28% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 147,558 | 2,629 | 0.0% | 0.0% | 17 | -395,517 | -72.83% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 124,491 | 2,464 | 0.0% | 0.0% | 18 | +22,388 | 21.93% | Q1 2026 | May 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 103,682 | 2,052 | 0.55% | 0.46% | 19 | +10,732 | 11.55% | Q1 2026 | May 05, 2026 |
| Pinnacle Holdings, LLC | History | No change | 91,347 | 1,808 | 0.58% | 0.55% | 20 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 84,052 | 1,664 | 0.0% | 0.0% | 21 | +5,125 | 6.49% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 74,411 | 1,473 | 0.0% | 0.0% | 22 | +29,155 | 64.42% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 68,613 | 1,358 | 0.01% | — | 23 | +68,613 | New | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 60,366 | 1,195 | 0.0% | — | 24 | +60,366 | New | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 59,254 | 1,177 | 0.0% | 0.0% | 25 | +28,933 | 95.42% | Q1 2026 | Apr 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 57,624 | 1,140 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 55,595 | 1,100 | 0.01% | 0.01% | 27 | -3,439 | -5.83% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 53,820 | 1,065 | 0.0% | — | 28 | +53,820 | New | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 53,400 | 1,057 | 0.0% | 0.0% | 29 | +9,300 | 21.09% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 50,719 | 1,004 | 0.0% | 0.0% | 30 | +13,589 | 36.6% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 47,190 | 934 | 0.02% | 0.01% | 31 | +13,072 | 38.31% | Q1 2026 | Apr 20, 2026 |
| MORGAN STANLEY | History | Reduced | 36,462 | 721 | 0.0% | 0.0% | 32 | -6,982 | -16.07% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 34,000 | 673 | 0.0% | — | 33 | +34,000 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 30,918 | 612 | 0.0% | 0.0% | 34 | -1,038 | -3.25% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 30,414 | 602 | 0.0% | 0.0% | 35 | +2,678 | 9.66% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 28,887 | 571 | 0.0% | 0.0% | 36 | -8,190 | -22.09% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 28,880 | 571 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 27,831 | 551 | 0.0% | 0.0% | 38 | -4,371 | -13.57% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,819 | 451 | 0.0% | 0.0% | 39 | +3,797 | 19.96% | Q1 2026 | May 15, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 18,794 | 372 | 0.02% | 0.02% | 40 | +6 | 0.03% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,991 | 356 | 0.0% | 0.0% | 41 | -22 | -0.12% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 17,500 | 346 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 16,035 | 317 | 0.0% | 0.0% | 43 | +900 | 5.95% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | New | 14,293 | 283 | 0.0% | — | 44 | +14,293 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,704 | 271 | 0.0% | 0.0% | 45 | +1,494 | 12.24% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | No change | 11,200 | 221 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | New | 10,177 | 201 | 0.0% | — | 47 | +10,177 | New | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,719 | 152 | 0.0% | 0.0% | 48 | +3,287 | 74.17% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 7,025 | 139 | 0.0% | 0.0% | 49 | -572 | -7.53% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,605 | 110 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,515 | 89 | 0.0% | 0.0% | 51 | +102 | 2.31% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,400 | 87 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,831 | 74 | 0.0% | 0.0% | 53 | -2,030 | -34.64% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,615 | 71 | 0.0% | — | 54 | +3,615 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,506 | 69 | 0.0% | 0.0% | 55 | -7,126 | -67.02% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,267 | 44 | 0.0% | 0.0% | 56 | -159 | -6.55% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,172 | 43 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 1,590 | 31 | 0.0% | 0.0% | 58 | +171 | 12.05% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,140 | 22 | 0.0% | 0.0% | 59 | +477 | 71.95% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,114 | 22 | 0.0% | 0.0% | 60 | +172 | 18.26% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 980 | 19 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,000 | 19 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legal & General Group Plc | History | No change | 862 | 17 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 513 | 10 | 0.0% | 0.0% | 64 | -67 | -11.55% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 431 | 8 | 0.0% | 0.0% | 66 | +216 | 100.47% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Reduced | 415 | 8 | 0.0% | 0.0% | 67 | -134 | -24.41% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 414 | 8 | 0.0% | 0.0% | 65 | +7 | 1.72% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 314 | 6 | 0.0% | 0.0% | 68 | -232 | -42.49% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 213 | 4 | 0.0% | — | 69 | +201 | 1675.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 168 | 3 | 0.0% | 0.0% | 70 | -228 | -57.58% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | Added to | 151 | 2 | 0.0% | 0.0% | 71 | +2 | 1.34% | Q1 2026 | May 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 40 | 1 | 0.0% | 0.0% | 72 | -269 | -87.06% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 70 | 1 | 0.0% | — | 73 | +15 | 27.27% | Q1 2026 | May 14, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -168,029 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -48,702 | -100.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,605 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,577 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,506 | -100.0% | Q1 2026 | May 12, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -15,211 | -100.0% | Q1 2026 | May 15, 2026 |
| Black Maple Capital Management LP | History | Closed out | 0 | 0 | — | 0.15% | — | -11,718 | -100.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -10,941 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 35 | 0 | — | 0.0% | — | -36 | -50.7% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 35 | 0 | — | — | — | +33 | 1650.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 14 | 0 | — | 0.0% | — | -17 | -54.84% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 18 | 0 | — | — | — | +13 | 260.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 38 | 0 | — | — | — | +8 | 26.67% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | Apr 23, 2026 |
| FEDERATED HERMES, INC. | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |