Tamarly Intelligence

Who Holds Citizens Community Bancorp Inc. (CZWI)? 94 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 94 holders, $126 million in total.

Largest holders

The 94 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
BlackRock, Inc.632,627$15 million+25%13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE480,842$11 million-1%13F
VANGUARD CAPITAL MANAGEMENT LLC413,376$10 million-10%13F
DIMENSIONAL FUND ADVISORS LP376,262$9 million+9%13F
Boston Partners281,634$7 million+20%13F
GENDELL JEFFREY L248,319$6 million+0%13F
GEODE CAPITAL MANAGEMENT, LLC230,737$5 million+13%13F
BANC FUNDS CO LLC195,055$5 million-5%13F
TWO SIGMA INVESTMENTS, LP159,050$4 million+114%13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC158,017$4 million-1%13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP147,560$3 million+0%13F
Rhino Investment Partners, Inc144,034$3 million-11%13F
STATE STREET CORP134,310$3 million+8%13F
MACKENZIE FINANCIAL CORP112,055$3 millionNew13F
Daytona Street Capital LLC109,911$3 million-27%13F
RENAISSANCE TECHNOLOGIES LLC107,200$3 million+101%13F
RFG - Bristol Wealth Advisors, LLC104,290$2 million+1%13F
ALLIANCEBERNSTEIN L.P.110,737$2 million-25%13F
Pinnacle Holdings, LLC91,262$2 million0%13F
NORTHERN TRUST CORP74,164$2 million-12%13F
O'SHAUGHNESSY ASSET MANAGEMENT, LLC71,842$2 million+29%13F
Empowered Funds, LLC71,318$2 million+4%13F
VANGUARD FIDUCIARY TRUST CO64,184$2 million+6%13F
VANGUARD PORTFOLIO MANAGEMENT LLC62,236$1 million+16%13F
HSBC HOLDINGS PLC53,522$1 million-10%13F
FIRST MANHATTAN CO. LLC.52,624$1 million-9%13F
RITHOLTZ WEALTH MANAGEMENT52,107$1 million+10%13F
CITADEL ADVISORS LLC44,925$1 millionNew13F
VICTORY CAPITAL MANAGEMENT INC41,800$977,702+23%13F
GOLDMAN SACHS GROUP INC36,501$853,759-28%13F
MORGAN STANLEY34,909$816,532-4%13F
AQR CAPITAL MANAGEMENT LLC32,783$766,800+44%13F
Bank of New York Mellon Corp32,258$754,503+4%13F
AMERIPRISE FINANCIAL INC31,505$736,901+4%13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC30,693$717,909+10%13F
COMMONWEALTH EQUITY SERVICES, LLC29,880$698,900+3%13F
BARCLAYS PLC26,854$628,115-7%13F
Nuveen, LLC22,119$517,363New13F
STRS OHIO21,400$500,546+22%13F
SEI INVESTMENTS CO19,877$464,926+95%13F
Trexquant Investment LP19,691$460,572+38%13F
OSAIC HOLDINGS, INC.19,491$455,885+8%13F
OCCUDO QUANTITATIVE STRATEGIES LP19,020$444,878New13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.18,810$439,966+0%13F
PRUDENTIAL FINANCIAL INC17,335$405,466+8%13F
UBS Group AG17,157$401,302-87%13F
MILLENNIUM MANAGEMENT LLC15,727$367,855New13F
LOS ANGELES CAPITAL MANAGEMENT LLC13,895$325,004New13F
MARSHALL WACE, LLP12,745$298,106New13F
BANK OF AMERICA CORP /DE/12,232$286,107-11%13F
&PARTNERS11,200$261,968+0%13F
Cetera Investment Advisers9,916$231,938New13F
Centiva Capital, LP9,853$230,462New13F
DEUTSCHE BANK AG\7,981$186,676+3%13F
WELLS FARGO & COMPANY/MN7,718$180,522+120%13F
RHUMBLINE ADVISERS7,533$176,194+7%13F
Russell Investments Group, Ltd.6,140$143,619+451%13F
MetLife Investment Management, LLC5,605$131,101+0%13F
NEW YORK STATE COMMON RETIREMENT FUND4,400$102,916+0%13F
CITIGROUP INC4,244$99,267+885%13F
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,244$99,267-6%13F
JPMORGAN CHASE & CO3,918$91,759+2%13F
Vanguard Global Advisers, LLC3,615$84,555+0%13F
Police & Firemen's Retirement System of New Jersey2,172$50,803+0%13F
BNP PARIBAS FINANCIAL MARKETS1,458$34,103-36%13F
Tower Research Capital LLC (TRC)1,371$32,068+20%13F
ROYAL BANK OF CANADA1,079$25,000+2598%13F
Center for Financial Planning, Inc.1,000$23,390+0%13F
Ameritas Investment Partners, Inc.980$22,922+0%13F
Legal & General Group Plc862$20,162+0%13F
FMR LLC452$10,572+9%13F
JONES FINANCIAL COMPANIES LLLP317$7,462New13F
Arax Advisory Partners287$6,713+2770%13F
ACADIAN ASSET MANAGEMENT LLC281,294$6,567+10%13F
PNC Financial Services Group, Inc.232$5,426+563%13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC213$4,982+0%13F
Sterling Capital Management LLC174$4,070-45%13F
Allworth Financial LP128$2,994+83%13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM127$2,971-75%13F
Farther Finance Advisors, LLC124$2,901-26%13F
Integrated Wealth Concepts LLC118$2,755New13F
Clearstead Advisors, LLC107$2,503New13F
IFP Advisors, Inc55$1,286+90%13F
GAMMA Investing LLC43$1,006+0%13F
EverSource Wealth Advisors, LLC39$911+3%13F
ROTHSCHILD INVESTMENT LLC32$748+78%13F
Essential Partners LLC26$608-83%13F
Physician Wealth Advisors, Inc.24$562New13F
Basecamp Wealth Advisors LLC11$257+38%13F
True Wealth Design, LLC8$188-20%13F
SJS Investment Consulting Inc.4$94+0%13F
JPL Wealth Management, LLC3$71+0%13F
Fortitude Family Office, LLC2$47New13F
Wealth Enhancement Trust Services, Inc.2$47New13F

Questions and answers

How many institutions hold Citizens Community Bancorp Inc.?
94 managers reported Citizens Community Bancorp Inc. on Form 13F for the quarter ended 30 June 2026, against 86 the quarter before.
Who is the largest institutional holder of Citizens Community Bancorp Inc.?
BlackRock, Inc., with 632,627 shares worth $15 million on its 13F for Q2 2026.
How many institutions bought or sold out of Citizens Community Bancorp Inc. in Q2 2026?
15 managers reported a new position and 7 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Citizens Community Bancorp Inc., Q2 2026", https://app.tamarly.ai/holders/citizens-community-bancorp, built from SEC EDGAR.

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