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Citizens Community Bancorp
CZWI

86 hedge funds and large institutions have $115M invested in Citizens Community Bancorp in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

9% more capital invested

Capital invested by funds: $106M → $115M (+$9.83M)

6% more funds holding

Funds holding: 81 → 86 (+5)

0.68% less ownership

Funds ownership: 61.37% → 60.69% (-0.68%)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
32
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$4.32M
2
RIP
Rhino Investment Partners
Pennsylvania
+$2.99M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.91M
4
EF
Empowered Funds
Pennsylvania
+$1.26M
5
BlackRock
BlackRock
New York
+$719K

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$7.28M
2
FL
Fourthstone LLC
Missouri
-$2.99M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.79M
4
RA
Royce & Associates
New York
-$868K
5
BFC
Banc Funds Company
Illinois
-$740K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$1.1M -$63.3K -3,439 -6%
VPM
27
Vanguard Portfolio Management
Pennsylvania
$1.07M +$990K +53,820 New
Renaissance Technologies
28
Renaissance Technologies
New York
$1.06M +$171K +9,300 +21%
Goldman Sachs
29
Goldman Sachs
New York
$1M +$250K +13,589 +37%
RWM
30
Ritholtz Wealth Management
New York
$934K +$240K +13,072 +38%
Morgan Stanley
31
Morgan Stanley
New York
$722K -$128K -6,982 -16%
Victory Capital Management
32
Victory Capital Management
Texas
$673K +$625K +34,000 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$612K -$19.1K -1,038 -3%
Ameriprise
34
Ameriprise
Minnesota
$602K +$49.3K +2,678 +10%
Barclays
35
Barclays
United Kingdom
$572K -$151K -8,190 -22%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$572K – – –
Charles Schwab
37
Charles Schwab
California
$551K -$80.4K -4,371 -14%
AQR Capital Management
38
AQR Capital Management
Connecticut
$452K +$69.9K +3,797 +20%
BFIM
39
Beese Fulmer Investment Management
Ohio
$372K +$110 +6 +0%
Osaic Holdings
40
Osaic Holdings
Arizona
$356K -$405 -22 -0.1%
SO
41
STRS Ohio
Ohio
$347K – – –
Prudential Financial
42
Prudential Financial
New Jersey
$317K +$16.6K +900 +6%
TI
43
Trexquant Investment
Connecticut
$283K +$263K +14,293 New
Bank of America
44
Bank of America
North Carolina
$271K +$27.5K +1,494 +12%
P
45
&Partners
Tennessee
$222K – – –
SEI Investments
46
SEI Investments
Pennsylvania
$202K +$187K +10,177 New
Deutsche Bank
47
Deutsche Bank
Germany
$153K +$60.5K +3,287 +74%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$139K -$10.5K -572 -8%
MIM
49
MetLife Investment Management
New Jersey
$111K – – –
Mirae Asset Global ETFs Holdings
50
Mirae Asset Global ETFs Holdings
Hong Kong
$89.4K +$1.88K +102 +2%
1
2
3 4

CZWI Hedge Fund Activity: Q1 2026 in Review

86 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2026, worth a combined $115M — up 9.3% from $106M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CZWI positions and 9 closed out — a net gain of 6 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $4.32M. The largest seller was AllianceBernstein, cutting an estimated $7.28M.

  • 86 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2026, up from 81 in Q4 2025.
  • Funds reported $115M of Citizens Community Bancorp stock for Q1 2026, up 9.3% quarter-over-quarter.
  • 15 funds opened new Citizens Community Bancorp positions in Q1 2026 and 9 closed out, a net change of +6 holders.
  • The largest Citizens Community Bancorp buyer in Q1 2026 was Boston Partners, an estimated $4.32M added.
  • The largest Citizens Community Bancorp seller in Q1 2026 was AllianceBernstein, an estimated $7.28M sold.

Based on aggregated 13F filings for Q1 2026.