Citizens Community Bancorp ICZWI

13F holders, Q1 2026 (March 31)
86holders +5
11new positions
9sold out
2famous investors
$19.76avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions11$10.4M
Exits9$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.