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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$87.1K – – –
JP Morgan Chase
52
JP Morgan Chase
New York
$74.9K -$37.3K -2,030 -35%
VGA
53
Vanguard Global Advisers
Pennsylvania
$71.6K +$66.5K +3,615 New
Wells Fargo
54
Wells Fargo
California
$69.4K -$131K -7,126 -67%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$44.9K -$2.92K -159 -7%
PFSRSONJ
56
Police & Firemen's Retirement System of New Jersey
New Jersey
$43K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$31.5K +$3.15K +171 +12%
TRCT
58
Tower Research Capital (TRC)
New York
$22.6K +$8.78K +477 +72%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$22.1K +$3.16K +172 +18%
CFFP
60
Center for Financial Planning
Michigan
$19.8K – – –
AIP
61
Ameritas Investment Partners
Nebraska
$19.4K – – –
Legal & General Group
62
Legal & General Group
United Kingdom
$17.1K – – –
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$10.2K -$1.23K -67 -12%
Citigroup
64
Citigroup
New York
$8.53K +$3.97K +216 +100%
SOW
65
State of Wyoming
Wyoming
$8.22K -$2.46K -134 -24%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$8.2K +$129 +7 +2%
SCM
67
Sterling Capital Management
North Carolina
$6.22K -$4.27K -232 -42%
UBS AM
68
UBS AM
Illinois
$4.22K +$3.7K +201 +1,675%
FFA
69
Farther Finance Advisors
California
$3.39K -$4.19K -228 -58%
EP
70
Essential Partners
California
$2.99K +$37 +2 +1%
AF
71
Allworth Financial
California
$1.39K +$276 +15 +27%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1K -$4.95K -269 -87%
Federated Hermes
73
Federated Hermes
Pennsylvania
$931 – – –
GI
74
GAMMA Investing
California
$851 +$791 +43 New
EWA
75
EverSource Wealth Advisors
Alabama
$752 +$147 +8 +27%
1 2
3
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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.