Citizens Community Bancorp Inc. (CZWI) — Institutional Holders, Q2 2026
94 institutional investment managers reported a CZWI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $132.6M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CZWI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BlackRockAdded · +124,727 sh+$2.9M
- MACKENZIE FINANCIALNew · +112,055 sh+$2.6M
- TWO SIGMA INVESTMENTSAdded · +84,639 sh+$2.0M
- RENAISSANCE TECHNOLOGIESAdded · +53,800 sh+$1.3M
- Boston PartnersAdded · +47,022 sh+$1.1M
Biggest sellers
- WELLINGTON MANAGEMENT GROUP LLPSold out · -593,996 sh-$13.9M
- UBS Group AGTrimmed · -116,518 sh-$2.7M
- VANGUARD CAPITAL MANAGEMENTTrimmed · -47,845 sh-$1.1M
- Daytona Street CapitalTrimmed · -41,333 sh-$966.8K
- ALLIANCEBERNSTEIN L.P.Trimmed · -36,821 sh-$861.2K
CZWI 13F holders ranked 1–94 of 94
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 632,627 sh | 632,627 | $14.8M | <0.01% | +24.6% |
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#2 · 480,842 sh | 480,842 | $11.2M | <0.01% | -0.7% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 413,376 sh | 413,376 | $9.7M | <0.01% | -10.4% |
| 4 | DIMENSIONAL FUND ADVISORS#4 · 376,262 sh | 376,262 | $8.8M | <0.01% | +8.5% |
| 5 | Boston Partners#5 · 281,634 sh | 281,634 | $6.6M | <0.01% | +20.0% |
| 6 | ACADIAN ASSET MANAGEMENT#6 · 281,294 sh | 281,294 | $6.6M | <0.01% | +10.4% |
| 7 | GENDELL JEFFREY L#7 · 248,319 sh | 248,319 | $5.8M | 0.05% | 0.0% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 230,737 sh | 230,737 | $5.4M | <0.01% | +13.0% |
| 9 | BANC FUNDS#9 · 195,055 sh | 195,055 | $4.6M | 0.75% | -5.3% |
| 10 | TWO SIGMA INVESTMENTS#10 · 159,050 sh | 159,050 | $3.7M | <0.01% | +113.7% |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT#11 · 158,017 sh | 158,017 | $3.7M | 0.07% | -1.4% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#12 · 147,560 sh | 147,560 | $3.5M | <0.01% | 0.0% |
| 13 | rhino investment partners#13 · 144,034 sh | 144,034 | $3.4M | 1.02% | -11.3% |
| 14 | STATE STREET#14 · 134,310 sh | 134,310 | $3.1M | <0.01% | +7.9% |
| 15 | MACKENZIE FINANCIAL#15 · 112,055 sh | 112,055 | $2.6M | <0.01% | New |
| 16 | Daytona Street Capital#16 · 109,911 sh | 109,911 | $2.5M | — | -27.3% |
| 17 | RENAISSANCE TECHNOLOGIES#17 · 107,200 sh | 107,200 | $2.5M | <0.01% | +100.7% |
| 18 | RFG - Bristol Wealth Advisors#18 · 104,290 sh | 104,290 | $2.4M | — | +0.6% |
| 19 | ALLIANCEBERNSTEIN L.P.#19 · 110,737 sh | 110,737 | $2.2M | <0.01% | -25.0% |
| 20 | Pinnacle#20 · 91,262 sh | 91,262 | $2.1M | 0.66% | -0.1% |
| 21 | NORTHERN#21 · 74,164 sh | 74,164 | $1.7M | <0.01% | -11.8% |
| 22 | O'SHAUGHNESSY ASSET MANAGEMENT#22 · 71,842 sh | 71,842 | $1.7M | <0.01% | +29.2% |
| 23 | Empowered Funds#23 · 71,318 sh | 71,318 | $1.7M | <0.01% | +3.9% |
| 24 | VANGUARD FIDUCIARY#24 · 64,184 sh | 64,184 | $1.5M | <0.01% | +6.3% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT#25 · 62,236 sh | 62,236 | $1.5M | <0.01% | +15.6% |
| 26 | HSBC PLC#26 · 53,522 sh | 53,522 | $1.2M | <0.01% | -9.7% |
| 27 | FIRST MANHATTAN#27 · 52,624 sh | 52,624 | $1.2M | <0.01% | -8.7% |
| 28 | RITHOLTZ WEALTH MANAGEMENT#28 · 52,107 sh | 52,107 | $1.2M | 0.02% | +10.4% |
| 29 | CITADEL ADVISORS#29 · 44,925 sh | 44,925 | $1.1M | <0.01% | New |
| 30 | VICTORY CAPITAL MANAGEMENT#30 · 41,800 sh | 41,800 | $977.7K | <0.01% | +22.9% |
| 31 | GOLDMAN SACHS GROUP#31 · 36,501 sh | 36,501 | $853.8K | <0.01% | -28.0% |
| 32 | MORGAN STANLEY#32 · 34,909 sh | 34,909 | $816.5K | 0.00% | -4.3% |
| 33 | AQR CAPITAL MANAGEMENT#33 · 32,783 sh | 32,783 | $766.8K | <0.01% | +43.7% |
| 34 | Bank of New York Mellon#34 · 32,258 sh | 32,258 | $754.5K | <0.01% | +4.3% |
| 35 | AMERIPRISE FINANCIAL#35 · 31,505 sh | 31,505 | $736.9K | <0.01% | +3.6% |
| 36 | CHARLES SCHWAB INVESTMENT MANAGEMENT#36 · 30,693 sh | 30,693 | $717.9K | <0.01% | +10.3% |
| 37 | COMMONWEALTH EQUITY SERVICES#37 · 29,880 sh | 29,880 | $698.9K | <0.01% | +3.5% |
| 38 | BARCLAYS PLC#38 · 26,854 sh | 26,854 | $628.1K | <0.01% | -7.0% |
| 39 | Nuveen#39 · 22,119 sh | 22,119 | $517.4K | <0.01% | New |
| 40 | STRS OHIO#40 · 21,400 sh | 21,400 | $500.5K | <0.01% | +22.3% |
| 41 | SEI INVESTMENTS#41 · 19,877 sh | 19,877 | $464.9K | <0.01% | +95.3% |
| 42 | Trexquant Investment#42 · 19,691 sh | 19,691 | $460.6K | <0.01% | +37.8% |
| 43 | OSAIC#43 · 19,491 sh | 19,491 | $455.9K | <0.01% | +8.3% |
| 44 | OCCUDO QUANTITATIVE STRATEGIES#44 · 19,020 sh | 19,020 | $444.9K | 0.02% | New |
| 45 | BEESE FULMER INVESTMENT MANAGEMENT#45 · 18,810 sh | 18,810 | $440.0K | — | +0.1% |
| 46 | PRUDENTIAL FINANCIAL#46 · 17,335 sh | 17,335 | $405.5K | <0.01% | +8.1% |
| 47 | UBS Group AG#47 · 17,157 sh | 17,157 | $401.3K | <0.01% | -87.2% |
| 48 | MILLENNIUM MANAGEMENT#48 · 15,727 sh | 15,727 | $367.9K | <0.01% | New |
| 49 | LOS ANGELES CAPITAL MANAGEMENT#49 · 13,895 sh | 13,895 | $325.0K | <0.01% | New |
| 50 | MARSHALL WACE, LLP#50 · 12,745 sh | 12,745 | $298.1K | <0.01% | New |
| 51 | BANK OF AMERICA#51 · 12,232 sh | 12,232 | $286.1K | 0.00% | -10.7% |
| 52 | WILEY BROS.-AINTREE CAPITAL#52 · 11,200 sh | 11,200 | $262.0K | <0.01% | 0.0% |
| 53 | Cetera Investment Advisers#53 · 9,916 sh | 9,916 | $231.9K | <0.01% | New |
| 54 | Centiva Capital#54 · 9,853 sh | 9,853 | $230.5K | <0.01% | New |
| 55 | DEUTSCHE BANK AG\#55 · 7,981 sh | 7,981 | $186.7K | <0.01% | +3.4% |
| 56 | WELLS FARGO & COMPANY#56 · 7,718 sh | 7,718 | $180.5K | 0.00% | +120.1% |
| 57 | RHUMBLINE ADVISERS#57 · 7,533 sh | 7,533 | $176.2K | <0.01% | +7.2% |
| 58 | Russell Investments Group, Ltd.#58 · 6,140 sh | 6,140 | $143.6K | <0.01% | +451.2% |
| 59 | MetLife Investment Management#59 · 5,605 sh | 5,605 | $131.1K | <0.01% | 0.0% |
| 60 | NEW YORK STATE COMMON RETIREMENT FUND#60 · 4,400 sh | 4,400 | $102.9K | <0.01% | 0.0% |
| 61 | MIRAE ASSET GLOBAL ETFS Ltd.#61 · 4,244 sh | 4,244 | $99.3K | <0.01% | -6.0% |
| 62 | CITIGROUP#62 · 4,244 sh | 4,244 | $99.3K | 0.00% | +884.7% |
| 63 | JPMORGAN CHASE#63 · 3,918 sh | 3,918 | $91.8K | 0.00% | +2.3% |
| 64 | Vanguard Global Advisers#64 · 3,615 sh | 3,615 | $84.6K | 0.00% | 0.0% |
| 65 | Police & Firemen's Retirement System of New Jersey#65 · 2,172 sh | 2,172 | $50.8K | <0.01% | 0.0% |
| 66 | BNP PARIBAS FINANCIAL MARKETS#66 · 1,458 sh | 1,458 | $34.1K | 0.00% | -35.7% |
| 67 | Tower Research Capital (TRC)#67 · 1,371 sh | 1,371 | $32.1K | <0.01% | +20.3% |
| 68 | ROYAL BANK OF CANADA#68 · 1,079 sh | 1,079 | $25.0K | 0.00% | +2597.5% |
| 69 | Center for Financial Planning#69 · 1,000 sh | 1,000 | $23.4K | — | 0.0% |
| 70 | Ameritas Investment Partners#70 · 980 sh | 980 | $22.9K | <0.01% | 0.0% |
| 71 | Legal & General Group Plc#71 · 862 sh | 862 | $20.2K | 0.00% | 0.0% |
| 72 | FMR#72 · 452 sh | 452 | $10.6K | 0.00% | +9.2% |
| 73 | JONES FINANCIAL COMPANIES LLLP#73 · 317 sh | 317 | $7.5K | 0.00% | New |
| 74 | SRS Capital Advisors#74 · 287 sh | 287 | $6.7K | 0.00% | +2770.0% |
| 75 | PNC FINANCIAL SERVICES GROUP#75 · 232 sh | 232 | $5.4K | 0.00% | +562.9% |
| 76 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#76 · 213 sh | 213 | $5.0K | 0.00% | 0.0% |
| 77 | Sterling Capital Management#77 · 174 sh | 174 | $4.1K | — | -44.6% |
| 78 | Allworth Financial#78 · 128 sh | 128 | $3.0K | 0.00% | +82.9% |
| 79 | Farther Finance Advisors#79 · 124 sh | 124 | $2.9K | — | -26.2% |
| 80 | Integrated Wealth Concepts#80 · 118 sh | 118 | $2.8K | 0.00% | New |
| 81 | Clearstead Advisors#81 · 107 sh | 107 | $2.5K | 0.00% | New |
| 82 | IFP Advisors#82 · 55 sh | 55 | $1.3K | — | +89.7% |
| 83 | GAMMA Investing#83 · 43 sh | 43 | $1.0K | — | 0.0% |
| 84 | EverSource Wealth Advisors#84 · 39 sh | 39 | $911.00 | 0.00% | -99.2% |
| 85 | ROTHSCHILD INVESTMENT#85 · 32 sh | 32 | $748.00 | 0.00% | +77.8% |
| 86 | Essential Partners#86 · 26 sh | 26 | $608.00 | — | -82.8% |
| 87 | Physician Wealth Advisors#87 · 24 sh | 24 | $562.00 | — | New |
| 88 | Basecamp Wealth Advisors#88 · 11 sh | 11 | $257.00 | 0.00% | +37.5% |
| 89 | True Wealth Design#89 · 8 sh | 8 | $188.00 | — | -20.0% |
| 90 | SJS Investment Consulting#90 · 4 sh | 4 | $94.00 | — | 0.0% |
| 91 | JPL Wealth Management#91 · 3 sh | 3 | $71.00 | 0.00% | 0.0% |
| 92 | Fortitude Family Office#92 · 2 sh | 2 | $47.00 | — | New |
| 93 | Wealth Enhancement Services#93 · 2 sh | 2 | $47.00 | — | New |
| 94 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#94 · 127 sh | 127 | — | — | -75.2% |
Funds that sold out of CZWI in Q2 2026 (6)
Held CZWI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP593,996 sh | 593,996 | $11.8M |
| State of Wyoming415 sh | 415 | $8.2K |
| FEDERATED HERMES47 sh | 47 | $931.00 |
| MAI Capital Management35 sh | 35 | $693.00 |
| Root Financial Partners9 sh | 9 | $178.00 |
| Covestor Ltd14 sh | 14 | $0.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.