SEC 13F Intelligence

CZWICITIZENS CMNTY BANCORP INC M

CUSIP 174903104 · Yahoo Finance ↗ · Google Finance ↗

Citizens Cmnty Bancorp Inc M (CZWI) has 84 institutional holders in Filings Flow’s 13F database, together reporting 5.85M shares worth $110M as of Q1 2026. The largest reported holders are Wellington Management Group LLP, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
84
Q1 2026
Reported Value
$110M
Ticker
CZWI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 22Q4 ’18Q1 ’19: 22Q2 ’19: 21Q2 ’19Q3 ’19: 25Q2 ’21: 28Q2 ’21Q4 ’21: 29Q4 ’22: 36Q4 ’22Q4 ’25: 78Q1 ’26: 84Q1 ’26Q2 ’26: 3filingsflow.com
Total reported value
Q4 ’18: $1.3BQ4 ’18Q1 ’19: $1.4BQ2 ’19: $1.3BQ2 ’19Q3 ’19: $1.3BQ2 ’21: $1.4BQ2 ’21Q4 ’21: $1.4BQ4 ’22: $42MQ4 ’22Q4 ’25: $102MQ1 ’26: $110MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Daytona Street Capital LLC$130M AUM2.35%$3M151.2KQ1 2026OLDER
Rhino Investment Partners, Inc$359M AUM0.89%$3M162.3KQ1 2026OLDER
BANC FUNDS CO LLC$537M AUM0.76%$4M206.1KQ1 2026OLDER
Pinnacle Holdings, LLC$309M AUM0.58%$2M91.3KQ1 2026OLDER
Fourthstone LLC$590M AUM0.56%$3M168.0KQ4 2025OLDER
RFG - Bristol Wealth Advisors, LLC$371M AUM0.55%$2M103.7KQ1 2026OLDER
Black Maple Capital Management LP$179M AUM0.15%$208,81511.7KQ4 2025OLDER
GENDELL JEFFREY L$7.3B AUM0.07%$5M248.3KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.06%$3M160.3KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.02%$372,12118.8KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.02%$934,35847.2KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$867,87048.7KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.01%$1M68.6KQ2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$10M484.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M55.6KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$5M234.6KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$1M57.6KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$12M594.0KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$19,8001.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$283,00114.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M53.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$3M147.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$7M346.7KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$346,50017.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M74.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$221,76011.2KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$8,217415Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M147.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$571,82028.9KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M59.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$19,404980Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$22,5721.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$110,9795.6KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$356,21418.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$673,20034.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3M133.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$317,49316.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$43,0062.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$1M60.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$4M204.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$9M461.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$527,06229.6KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$2M84.1KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$194,96710.9KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$451,81922.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$201,50710.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$10M507.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$10M564.2KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$602,19730.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$571,96328.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$87,1204.4KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$89,3974.5KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$139,0927.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$6,217314Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$1M50.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$612,17730.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$616,66134.6KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$2M124.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$551,05427.8KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$31,4821.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$1M53.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$19810Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$152,8367.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$774,17243.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$276,31715.5KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$71,5773.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$1,00643Q2 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$3,387168Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$22,0571.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$75238Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$44,8872.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$271,33913.7KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$35618Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$603Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$69,4283.5KQ2 2026
IFP Advisors, Inc$4.8B AUM0.00%$57429Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$10,157513Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$804Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1789Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,38670Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$74,9343.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$17,068862Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$13910Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$69335Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$8,534431Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$93147Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$976Q3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4,217213Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$8,197414Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$69335Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1,00040Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.