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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$693 -$662 -36 -51%
MCM
77
MAI Capital Management
Ohio
$693 +$607 +33 +1,650%
IA
78
IFP Advisors
Florida
$574 – – –
RIL
79
Rothschild Investment LLC
Illinois
$356 +$239 +13 +260%
TWD
80
True Wealth Design
Ohio
$198 – – –
RFP
81
Root Financial Partners
California
$178 +$166 +9 New
BWA
82
Basecamp Wealth Advisors
Washington
$158 +$147 +8 New
AAP
83
Arax Advisory Partners
Colorado
$139 +$184 +10 New
SIC
84
SJS Investment Consulting
Ohio
$80 +$18 +1 +33%
JWM
85
JPL Wealth Management
Colorado
$60 +$55 +3 New
FL
86
Fourthstone LLC
Missouri
– -$2.99M -168,029 Closed
RA
87
Royce & Associates
New York
– -$868K -48,702 Closed
Citadel Advisors
88
Citadel Advisors
Florida
– -$617K -34,605 Closed
Millennium Management
89
Millennium Management
New York
– -$527K -29,577 Closed
Jane Street
90
Jane Street
New York
– -$276K -15,506 Closed
NPT
91
National Philanthropic Trust
Pennsylvania
– -$271K -15,211 Closed
BMCM
92
Black Maple Capital Management
Wisconsin
– -$209K -11,718 Closed
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
– -$195K -10,941 Closed
AB
94
Amalgamated Bank
New York
– -$5K -298 Closed
C
95
Covestor
United Kingdom
– -$313 -17 -55%
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.