CITIZENS COMMUNITY BANCORP I CZWI
$23.67
-1.2% 52w: $12.81 – $23.95
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data12.8118.3823.95
Jun 20, 2025 Jul 2, 2026
Institutional holders
86
+5 QoQ
13F value
$115.5M
+8.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns CZWI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 594.0K | $11.8M | 0.0% | -14.1% |
| BlackRock, Inc. | Index provider | 507.9K | $10.1M | 0.0% | +8.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 484.2K | $9.6M | 0.0% | -1.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 461.2K | $9.1M | 0.0% | — |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 346.7K | $6.9M | 0.0% | +3.1% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 254.7K | $5.0M | 0.0% | +68.6% |
| GENDELL JEFFREY L ★2 | Fundamental diversified | 248.3K | $4.9M | 0.1% | Held |
| Boston Partners | Other | 234.6K | $4.6M | 0.0% | New |
| BANC FUNDS CO LLC | Other | 206.1K | $4.1M | 0.8% | -16.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 204.3K | $4.0M | 0.0% | -3.8% |
| Rhino Investment Partners, Inc ★2 | Fundamental concentrated | 162.3K | $3.2M | 0.9% | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 160.3K | $3.2M | 0.1% | +2.6% |
| Daytona Street Capital LLC | Other | 151.2K | $3.0M | 2.3% | -0.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 147.6K | $2.9M | 0.0% | +22.1% |
| UBS Group AG | Bank broker | 133.7K | $2.6M | 0.0% | -21.3% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 147.6K | $2.6M | 0.0% | -72.8% |
| STATE STREET CORP | Index provider | 124.5K | $2.5M | 0.0% | +21.9% |
| RFG - Bristol Wealth Advisors, LLC | Wealth advisor | 103.7K | $2.1M | 0.6% | +11.5% |
| Pinnacle Holdings, LLC | Other | 91.3K | $1.8M | 0.6% | Held |
| NORTHERN TRUST CORP | Index provider | 84.1K | $1.7M | 0.0% | +6.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 74.4K | $1.5M | 0.0% | +64.4% |
| Empowered Funds, LLC | Diversified mechanical | 68.6K | $1.4M | 0.0% | New |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 60.4K | $1.2M | 0.0% | — |
| HSBC HOLDINGS PLC | Bank broker | 59.3K | $1.2M | 0.0% | -2.3% |
| FIRST MANHATTAN CO. LLC. | Other | 57.6K | $1.1M | 0.0% | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 55.6K | $1.1M | 0.0% | -5.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 53.8K | $1.1M | 0.0% | — |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 53.4K | $1.1M | 0.0% | +21.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 50.7K | $1.0M | 0.0% | +36.6% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 47.2K | $934K | 0.0% | +38.3% |
| MORGAN STANLEY | Bank broker | 36.5K | $722K | 0.0% | -16.1% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 34.0K | $673K | 0.0% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 30.9K | $612K | 0.0% | -3.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 30.4K | $602K | 0.0% | +9.7% |
| BARCLAYS PLC | Bank broker | 28.9K | $572K | 0.0% | -22.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 28.9K | $572K | 0.0% | Held |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 27.8K | $551K | 0.0% | -13.6% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 22.8K | $452K | 0.0% | +20.0% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | Other | 18.8K | $372K | 0.0% | 0.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 18.0K | $356K | 0.0% | -0.1% |
| STRS OHIO | Diversified mechanical | 17.5K | $347K | 0.0% | Held |
| PRUDENTIAL FINANCIAL INC | Insurance | 16.0K | $317K | 0.0% | +5.9% |
| Trexquant Investment LP | Diversified mechanical | 14.3K | $283K | 0.0% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 13.7K | $271K | 0.0% | +12.2% |
| &PARTNERS | Diversified mechanical | 11.2K | $222K | 0.0% | Held |
| SEI INVESTMENTS CO | Diversified mechanical | 10.2K | $202K | 0.0% | New |
| DEUTSCHE BANK AG\ | Bank broker | 7.7K | $153K | 0.0% | +74.2% |
| RHUMBLINE ADVISERS | Diversified mechanical | 7.0K | $139K | 0.0% | -7.5% |
| MetLife Investment Management, LLC | Insurance | 5.6K | $111K | 0.0% | Held |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 4.5K | $89K | 0.0% | +2.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding CZWI
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD