Citizens Community Bancorp ICZWI
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 86 institutions reported holding Citizens Community Bancorp I (CZWI) in their 13F filings, up 5 from Q4 2025. 11 opened new positions and 9 sold out. The largest holders were Wellington Management Group LLP ($11.8M), BlackRock, Inc. ($10.1M) and Manufacturers Life Insurance Company, The ($9.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Citizens Community Bancorp I
- CUSIP
- 174903104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $10.4M |
| Exits | 9 | $6.0M |
All 13F filers, Q4 2025 → Q1 2026: 853,900 shares bought and 953,489 shares sold, net −99,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Wellington Management Group LLP | 0.00% | Reduce -14.1% | 593,996 | $11.8M |
| BlackRock, Inc. | 0.00% | Add +8.3% | 507,900 | $10.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.3% | 484,188 | $9.6M |
| Vanguard Capital Management LLC | 0.00% | — | 461,221 | $9.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.1% | 346,741 | $6.9M |
| Acadian Asset Management LLC | 0.01% | Add +68.6% | 254,714 | $5.0M |
| Gendell Jeffrey L | 0.07% | No change | 248,319 | $4.9M |
| Boston Partners | 0.00% | New | 234,612 | $4.6M |
| Banc Funds Co. LLC | 0.76% | Reduce -16.3% | 206,055 | $4.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.8% | 204,263 | $4.0M |
| Rhino Investment Partners, Inc | 0.89% | New | 162,312 | $3.2M |
| Bridgeway Capital Management, LLC | 0.06% | Add +2.6% | 160,312 | $3.2M |
| Daytona Street Capital LLC | 2.35% | Reduce -0.3% | 151,244 | $3.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +22.1% | 147,560 | $2.9M |
| UBS Group AG | 0.00% | Reduce -21.3% | 133,675 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -72.8% | 147,558 | $2.6M |
| State Street Corp. | 0.00% | Add +21.9% | 124,491 | $2.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.55% | Add +11.6% | 103,682 | $2.1M |
| Pinnacle Holdings, LLC | 0.64% | No change | 91,347 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +6.5% | 84,052 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Add +64.4% | 74,411 | $1.5M |
| Empowered Funds, LLC | 0.01% | New | 68,613 | $1.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 60,366 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +95.4% | 59,254 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | No change | 57,624 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -5.8% | 55,595 | $1.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 53,820 | $1.1M |
| Renaissance Technologies | 0.00% | Add +21.1% | 53,400 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +36.6% | 50,719 | $1.0M |
| Ritholtz Wealth Management | 0.02% | Add +38.3% | 47,190 | $934K |
| Morgan Stanley | 0.00% | Reduce -16.1% | 36,462 | $722K |
| Victory Capital Management Inc. | 0.00% | New | 34,000 | $673K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 30,918 | $612K |
| Ameriprise Financial Inc. | 0.00% | Add +9.7% | 30,414 | $602K |
| Barclays PLC | 0.00% | Reduce -22.1% | 28,887 | $572K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 28,880 | $572K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -13.6% | 27,831 | $551K |
| AQR Capital Management | 0.00% | Add +20.0% | 22,819 | $452K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +0.0% | 18,794 | $372K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 17,991 | $356K |
| STRS Ohio | 0.00% | No change | 17,500 | $347K |
| Prudential Financial Inc. | 0.00% | Add +6.0% | 16,035 | $317K |
| Trexquant Investment LP | 0.00% | New | 14,293 | $283K |
| Bank of America Corp. | 0.00% | Add +12.2% | 13,704 | $271K |
| &partners | 0.00% | No change | 11,200 | $222K |
| Sei Investments Co. | 0.00% | New | 10,177 | $202K |
| Deutsche Bank AG | 0.00% | Add +74.2% | 7,719 | $153K |
| Rhumbline Advisers | 0.00% | Reduce -7.5% | 7,025 | $139K |
| MetLife Investment Management, LLC | 0.00% | No change | 5,605 | $111K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.3% | 4,515 | $89K |
| New York State Common Retirement Fund | 0.00% | No change | 4,400 | $87K |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.6% | 3,831 | $75K |
| Vanguard Global Advisers, LLC | 0.00% | — | 3,615 | $72K |
| Wells Fargo & Company | 0.00% | Reduce -67.0% | 3,506 | $69K |
| BNP Paribas Financial Markets | 0.00% | Reduce -6.5% | 2,267 | $45K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,172 | $43K |
| Cwm, LLC | 0.00% | Add +12.1% | 1,590 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +72.0% | 1,140 | $23K |
| Russell Investments Group, Ltd. | 0.00% | Add +18.3% | 1,114 | $22K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,000 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 980 | $19K |
| Legal & General Group Plc | 0.00% | No change | 862 | $17K |
| California State Teachers Retirement System | 0.00% | Reduce -11.6% | 513 | $10K |
| Citigroup Inc. | 0.00% | Add +100.5% | 431 | $9K |
| State of Wyoming | 0.00% | Reduce -24.4% | 415 | $8K |
| FMR LLC | 0.00% | Add +1.7% | 414 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 314 | $6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1675.0% | 213 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -57.6% | 168 | $3K |
| Essential Partners LLC | 0.00% | Add +1.3% | 151 | $3K |
| Allworth Financial LP | 0.00% | Add +27.3% | 70 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -87.1% | 40 | $1K |
| Federated Hermes, Inc. | 0.00% | No change | 47 | $931 |
| GAMMA Investing LLC | 0.00% | New | 43 | $851 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +26.7% | 38 | $752 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.7% | 35 | $693 |
| MAI Capital Management | 0.00% | Add +1650.0% | 35 | $693 |
| IFP Advisors, Inc | 0.00% | No change | 29 | $574 |
| Rothschild Investment LLC | 0.00% | Add +260.0% | 18 | $356 |
| True Wealth Design, LLC | 0.00% | No change | 10 | $198 |
| Root Financial Partners, LLC | 0.00% | New | 9 | $178 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 8 | $158 |
| Arax Advisory Partners | 0.00% | New | 10 | $139 |
| SJS Investment Consulting Inc. | 0.00% | Add +33.3% | 4 | $80 |
| JPL Wealth Management, LLC | 0.00% | New | 3 | $60 |
| Covestor Ltd | 0.00% | Reduce -54.8% | 14 | $0 |
"% of holder's portfolio" is CZWI's weight in each manager's 13F, not the share of Citizens Community Bancorp I the manager owns.