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CZWI
Citizens Community Bancorp, Inc.• Banking
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
22
Partial Q3 2026
Total 13F value
$6.2M
Filed positions so far
New positions
6
This quarter
Sold positions
1
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Rfg - Bristol Wealth Advisors, Llc | $2.2M | 102.2K | 0.51% | -2.0% |
Daytona Street Capital Llc | $1.8M | 84.9K | 1.30% | -22.8% |
Strs Ohio | $686K | 32.5K | 0.00% | +51.9% |
Commonwealth Equity Services, Llc | $631K | 29.9K | 0.00% | Unchanged |
Beese Fulmer Investment Management, Inc. | $397K | 18.8K | 0.02% | -0.0% |
Mackenzie Financial Corp | $259K | 12.3K | 0.00% | -89.0% |
Wealth Enhancement Advisory Services, Llc | $207K | 9.7K | 0.00% | New Position |
Center For Financial Planning, Inc. | $21K | 1.0K | 0.00% | Unchanged |
State Of Wyoming | $8K | 388 | 0.00% | New Position |
Gamma Investing Llc | $4K | 203 | 0.00% | +372.1% |
Sterling Capital Management Llc | $3K | 159 | 0.00% | -8.6% |
Farther Finance Advisors, Llc | $3K | 144 | 0.00% | +16.1% |
Parkside Financial Bank & Trust | $3K | 135 | 0.00% | New Position |
Sjs Investment Consulting Inc. | $2K | 77 | 0.00% | +1825.0% |
Ifp Advisors, Inc | $1K | 63 | 0.00% | +14.6% |
Physician Wealth Advisors, Inc. | $507 | 24 | 0.00% | Unchanged |
Essential Partners Llc | $486 | 23 | 0.00% | -11.5% |
Root Financial Partners, Llc | $359 | 17 | 0.00% | New Position |
True Wealth Design, Llc | $233 | 11 | 0.00% | +37.5% |
Gk Wealth Management Llc | $126 | 6 | 0.00% | New Position |
Provenance Wealth Advisors, Llc | $106 | 5 | 0.00% | New Position |
Fortitude Family Office, Llc | $42 | 2 | 0.00% | Unchanged |