Citizens Community Bancorp ICZWI

13F holders, Q4 2025 (December 31)
81holders +5
8new positions
4sold out
4famous investors
$17.82avg. 13F price*

At the end of Q4 2025, 81 institutions reported holding Citizens Community Bancorp I (CZWI) in their 13F filings, up 5 from Q3 2025. 8 opened new positions and 4 sold out. The largest holders were Wellington Management Group LLP ($12.3M), Vanguard Group Inc. ($10.1M) and Alliancebernstein L.P. ($9.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Citizens Community Bancorp I
CUSIP
174903104
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 36Q1 2024Q2 2024: 33Q2 2024Q3 2024: 38Q3 2024Q4 2024: 48Q4 2024Q1 2025: 50Q1 2025Q2 2025: 63Q2 2025Q3 2025: 76Q3 2025Q4 2025: 81Q4 2025Q1 2026: 86Q1 2026Q2 2026: 93Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$826K
Exits4$1.4M

All 13F filers, Q3 2025 → Q4 2025: 743,078 shares bought and 872,185 shares sold, net −129,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Wellington Management Group LLP 0.00% Add +123.3% 691,414 $12.3M
Vanguard Group Inc. 0.00% Add +0.9% 564,248 $10.1M
Alliancebernstein L.P. 0.00% Reduce -39.1% 543,075 $9.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.5% 490,493 $8.7M
BlackRock, Inc. 0.00% Add +7.0% 468,801 $8.4M
Dimensional Fund Advisors LP 0.00% Add +2.1% 336,226 $6.0M
Gendell Jeffrey L 0.08% No change 248,319 $4.4M
Banc Funds Co. LLC 0.87% No change 246,286 $4.4M
Geode Capital Management, LLC 0.00% Reduce -4.3% 212,252 $3.8M
UBS Group AG 0.00% Add +123.9% 169,805 $3.0M
Fourthstone LLC 0.56% Reduce -68.0% 168,029 $3.0M
Bridgeway Capital Management, LLC 0.06% No change 156,284 $2.8M
Daytona Street Capital LLC 2.10% — 151,644 $2.7M
Acadian Asset Management LLC 0.00% Add +24.2% 151,098 $2.7M
Arrowstreet Capital, Limited Partnership 0.00% Add +22.5% 120,872 $2.2M
State Street Corp. 0.00% Add +0.4% 102,103 $1.8M
RFG - Bristol Wealth Advisors, LLC 0.46% Add +4.5% 92,950 $1.7M
Pinnacle Holdings, LLC 0.62% No change 91,347 $1.6M
Northern Trust Corp. 0.00% Reduce -7.5% 78,927 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Reduce -5.9% 59,034 $1.1M
First Manhattan Co. Llc. 0.00% No change 57,624 $1.0M
Royce & Associates LP 0.01% Reduce -45.3% 48,702 $868K
Two Sigma Investments, LP 0.00% Add +222.7% 45,256 $806K
Renaissance Technologies 0.00% Add +5.8% 44,100 $786K
Morgan Stanley 0.00% Add +49.2% 43,444 $774K
Goldman Sachs Group Inc. 0.00% Add +194.1% 37,130 $662K
Barclays PLC 0.00% Add +3.7% 37,077 $661K
Citadel Advisors 0.00% Add +67.2% 34,605 $617K
Ritholtz Wealth Management 0.01% Add +3.9% 34,118 $608K
Charles Schwab Investment Management Inc. 0.00% Add +18.4% 32,202 $574K
Bank of New York Mellon Corp 0.00% Add +10.8% 31,956 $569K
HSBC Holdings PLC 0.00% Add +3.6% 30,321 $540K
Millennium Management 0.00% Add +0.4% 29,577 $527K
Commonwealth Equity Services, LLC 0.00% Add +54.2% 28,880 $515K
Ameriprise Financial Inc. 0.00% Add +4.4% 27,736 $494K
AQR Capital Management 0.00% Add +35.5% 19,022 $339K
Beese Fulmer Investment Management, Inc. 0.02% Add +0.1% 18,788 $335K
Osaic Holdings, Inc. 0.00% No change 18,013 $321K
STRS Ohio 0.00% No change 17,500 $312K
Jane Street Group, LLC 0.00% New 15,506 $276K
National Philanthropic Trust 0.00% New 15,211 $271K
Prudential Financial Inc. 0.00% New 15,135 $270K
Bank of America Corp. 0.00% Add +42.4% 12,210 $218K
Black Maple Capital Management LP 0.16% Reduce -42.5% 11,718 $209K
&partners 0.00% No change 11,200 $200K
Cetera Investment Advisers 0.00% Reduce -15.7% 10,941 $195K
Wells Fargo & Company 0.00% Add +44.5% 10,632 $189K
Rhumbline Advisers 0.00% Reduce -17.8% 7,597 $135K
JPMorgan Chase & Co. 0.00% Reduce -18.7% 5,861 $104K
MetLife Investment Management, LLC 0.00% Reduce -7.2% 5,605 $100K
Deutsche Bank AG 0.00% No change 4,432 $79K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.6% 4,413 $79K
New York State Common Retirement Fund 0.00% No change 4,400 $78K
BNP Paribas Financial Markets 0.00% Reduce -13.8% 2,426 $43K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,172 $39K
Cwm, LLC 0.00% Add +15.4% 1,419 $25K
Center for Financial Planning, Inc. 0.00% No change 1,000 $18K
Ameritas Investment Partners, Inc. 0.00% No change 980 $17K
Russell Investments Group, Ltd. 0.00% Reduce -16.0% 942 $17K
Legal & General Group Plc 0.00% No change 862 $15K
Tower Research Capital LLC (TRC) 0.00% Reduce -30.2% 663 $12K
California State Teachers Retirement System 0.00% Reduce -3.2% 580 $10K
State of Wyoming 0.00% Add +2.4% 549 $10K
Sterling Capital Management LLC 0.00% Reduce -17.5% 546 $10K
FMR LLC 0.00% New 407 $7K
Farther Finance Advisors, LLC 0.00% Reduce -48.8% 396 $7K
Amalgamated Bank 0.00% Reduce -9.2% 298 $5K
Royal Bank of Canada 0.00% Add +301.3% 309 $5K
Citigroup Inc. 0.00% No change 215 $4K
Essential Partners LLC 0.00% Reduce -8.0% 149 $3K
PNC Financial Services Group, Inc. 0.00% New 71 $1K
Covestor Ltd 0.00% Reduce -40.4% 31 $1K
Allworth Financial LP 0.00% Add +19.6% 55 $981
Federated Hermes, Inc. 0.00% No change 47 $838
EverSource Wealth Advisors, LLC 0.00% Add +66.7% 30 $535
IFP Advisors, Inc 0.00% Add +314.3% 29 $517
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 12 $214
True Wealth Design, LLC 0.00% Reduce -9.1% 10 $179
Rothschild Investment LLC 0.00% Add +150.0% 5 $89
SJS Investment Consulting Inc. 0.00% New 3 $54
MAI Capital Management 0.00% New 2 $36

"% of holder's portfolio" is CZWI's weight in each manager's 13F, not the share of Citizens Community Bancorp I the manager owns.