Citizens Community Bancorp I (CZWI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares408,041 from 376,262

Change+31,779 (+8%)

Value$8.6M (-$186.9K)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares213,488 from 230,737

Change-17,249 (-7%)

Value$4.5M (-$890.4K)

Filed 2026-11-06

RFG - Bristol Wealth Advisors, LLC

DECREASED

Shares102,195 from 104,290

Change-2,095 (-2%)

Value$2.2M (-$282.0K)

Filed 2026-10-09

Daytona Street Capital LLC

DECREASED

Shares84,911 from 109,911

Change-25,000 (-23%)

Value$1.8M (-$688.3K)

Filed 2026-10-15

Ritholtz Wealth Management

DECREASED

Shares50,145 from 52,107

Change-1,962 (-4%)

Value$1.1M (-$160.2K)

Filed 2026-11-05

Bank of New York Mellon Corp

INCREASED

Shares33,821 from 32,258

Change+1,563 (+5%)

Value$714.0K (-$40.5K)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares32,500 from 21,400

Change+11,100 (+52%)

Value$686.1K (+$185.5K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

UNCHANGED

Shares29,880 from 29,880

Change0 (0%)

Value$630.8K (-$68.1K)

Filed 2026-11-02

Barclays PLC

INCREASED

Shares29,819 from 26,854

Change+2,965 (+11%)

Value$629.5K (+$1.4K)

Filed 2026-11-06

Beese Fulmer Investment Management, Inc.

DECREASED

Shares18,808 from 18,810

Change-2 (0%)

Value$397.0K (-$42.9K)

Filed 2026-10-23

MacKenzie Financial Corp

DECREASED

Shares12,285 from 112,055

Change-99,770 (-89%)

Value$259.3K (-$2.4M)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

NEW

Shares9,673

Change+9,673

Value$207.1K

Filed 2026-10-13

Deutsche Bank Ag\

DECREASED

Shares6,999 from 7,981

Change-982 (-12%)

Value$147.7K (-$38.9K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares6,337 from 6,140

Change+197 (+3%)

Value$133.8K (-$9.8K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares1,054 from 4,244

Change-3,190 (-75%)

Value$22.3K (-$77.0K)

Filed 2026-11-04

Winch Advisory Services, LLC

NEW

Shares1,000

Change+1,000

Value$21.1K

Filed 2026-11-06

Center for Financial Planning, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$21.1K (-$2.3K)

Filed 2026-10-26

State of Wyoming

NEW

Shares388

Change+388

Value$8.2K

Filed 2026-10-28

PNC Financial Services Group, Inc.

INCREASED

Shares265 from 232

Change+33 (+14%)

Value$5.6K (+$168)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares203 from 43

Change+160 (+372%)

Value$4.3K (+$3.3K)

Filed 2026-10-08

Sterling Capital Management LLC

DECREASED

Shares159 from 174

Change-15 (-9%)

Value$3.4K (-$714)

Filed 2026-10-22

Clearstead Advisors, LLC

INCREASED

Shares145 from 107

Change+38 (+36%)

Value$3.1K (+$558)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares144 from 124

Change+20 (+16%)

Value$3.0K (+$139)

Filed 2026-10-08

Parkside Financial Bank & Trust

NEW

Shares135

Change+135

Value$2.9K

Filed 2026-10-27

Allworth Financial LP

UNCHANGED

Shares128 from 128

Change0 (0%)

Value$3.0K ($0)

Filed 2026-11-06

SJS Investment Consulting Inc.

INCREASED

Shares77 from 4

Change+73 (+1825%)

Value$1.6K (+$1.5K)

Filed 2026-10-26

IFP Advisors, Inc

INCREASED

Shares63 from 55

Change+8 (+15%)

Value$1.3K (+$44)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

INCREASED

Shares49 from 39

Change+10 (+26%)

Value$1.0K (+$123)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$507 (-$55)

Filed 2026-10-20

Essential Partners LLC

DECREASED

Shares23 from 26

Change-3 (-12%)

Value$486 (-$122)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares17

Change+17

Value$359

Filed 2026-10-21

True Wealth Design, LLC

INCREASED

Shares11 from 8

Change+3 (+38%)

Value$233 (+$45)

Filed 2026-10-13

GK Wealth Management LLC

NEW

Shares6

Change+6

Value$126

Filed 2026-10-09

Provenance Wealth Advisors, LLC

NEW

Shares5

Change+5

Value$106

Filed 2026-10-30

Fortitude Family Office, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$42 (-$5)

Filed 2026-10-14

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$47)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 632,627

Change-632,627 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 480,842

Change-480,842 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 413,376

Change-413,376 (-100%)

Value—

Boston Partners

N/A

Shares— from 281,634

Change-281,634 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 281,294

Change-281,294 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 248,319

Change-248,319 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 195,055

Change-195,055 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 159,050

Change-159,050 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 158,017

Change-158,017 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 147,560

Change-147,560 (-100%)

Value—

Rhino Investment Partners, Inc

N/A

Shares— from 144,034

Change-144,034 (-100%)

Value—

State Street Corp

N/A

Shares— from 134,310

Change-134,310 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 110,737

Change-110,737 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 107,200

Change-107,200 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 91,262

Change-91,262 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 74,164

Change-74,164 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 71,842

Change-71,842 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 71,318

Change-71,318 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 64,184

Change-64,184 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 62,236

Change-62,236 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 53,522

Change-53,522 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 52,624

Change-52,624 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 44,925

Change-44,925 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 41,800

Change-41,800 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 36,501

Change-36,501 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 34,909

Change-34,909 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 32,783

Change-32,783 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 31,505

Change-31,505 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 30,693

Change-30,693 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 22,119

Change-22,119 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 19,877

Change-19,877 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 19,691

Change-19,691 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 19,491

Change-19,491 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 19,020

Change-19,020 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 17,335

Change-17,335 (-100%)

Value—

UBS Group AG

N/A

Shares— from 17,157

Change-17,157 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 15,727

Change-15,727 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 13,895

Change-13,895 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 12,745

Change-12,745 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 12,232

Change-12,232 (-100%)

Value—

&partners

N/A

Shares— from 11,200

Change-11,200 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,916

Change-9,916 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 9,853

Change-9,853 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 7,718

Change-7,718 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 7,533

Change-7,533 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 5,605

Change-5,605 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,400

Change-4,400 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 4,244

Change-4,244 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,918

Change-3,918 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,615

Change-3,615 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 2,172

Change-2,172 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,458

Change-1,458 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,371

Change-1,371 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,079

Change-1,079 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 980

Change-980 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 862

Change-862 (-100%)

Value—

FMR LLC

N/A

Shares— from 452

Change-452 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 317

Change-317 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 287

Change-287 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 213

Change-213 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 127

Change-127 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	408,041	376,262	+31,779	+8%	$8.8M	$8.6M	-$186.9K	2026-11-04
Geode Capital Management, LLC	DECREASED	213,488	230,737	-17,249	-7%	$5.4M	$4.5M	-$890.4K	2026-11-06
RFG - Bristol Wealth Advisors, LLC	DECREASED	102,195	104,290	-2,095	-2%	$2.4M	$2.2M	-$282.0K	2026-10-09
Daytona Street Capital LLC	DECREASED	84,911	109,911	-25,000	-23%	$2.5M	$1.8M	-$688.3K	2026-10-15
Ritholtz Wealth Management	DECREASED	50,145	52,107	-1,962	-4%	$1.2M	$1.1M	-$160.2K	2026-11-05
Bank of New York Mellon Corp	INCREASED	33,821	32,258	+1,563	+5%	$754.5K	$714.0K	-$40.5K	2026-11-05
Strs Ohio	INCREASED	32,500	21,400	+11,100	+52%	$500.5K	$686.1K	+$185.5K	2026-10-30
Commonwealth Equity Services, LLC	UNCHANGED	29,880	29,880	0	0%	$698.9K	$630.8K	-$68.1K	2026-11-02
Barclays PLC	INCREASED	29,819	26,854	+2,965	+11%	$628.1K	$629.5K	+$1.4K	2026-11-06
Beese Fulmer Investment Management, Inc.	DECREASED	18,808	18,810	-2	0%	$440.0K	$397.0K	-$42.9K	2026-10-23
MacKenzie Financial Corp	DECREASED	12,285	112,055	-99,770	-89%	$2.6M	$259.3K	-$2.4M	2026-11-02
Wealth Enhancement Advisory Services, LLC	NEW	9,673	—	+9,673	—	—	$207.1K	—	2026-10-13
Deutsche Bank Ag\	DECREASED	6,999	7,981	-982	-12%	$186.7K	$147.7K	-$38.9K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	6,337	6,140	+197	+3%	$143.6K	$133.8K	-$9.8K	2026-11-06
Citigroup Inc	DECREASED	1,054	4,244	-3,190	-75%	$99.3K	$22.3K	-$77.0K	2026-11-04
Winch Advisory Services, LLC	NEW	1,000	—	+1,000	—	—	$21.1K	—	2026-11-06
Center for Financial Planning, Inc.	UNCHANGED	1,000	1,000	0	0%	$23.4K	$21.1K	-$2.3K	2026-10-26
State of Wyoming	NEW	388	—	+388	—	—	$8.2K	—	2026-10-28
PNC Financial Services Group, Inc.	INCREASED	265	232	+33	+14%	$5.4K	$5.6K	+$168	2026-11-06
Gamma Investing LLC	INCREASED	203	43	+160	+372%	$1.0K	$4.3K	+$3.3K	2026-10-08
Sterling Capital Management LLC	DECREASED	159	174	-15	-9%	$4.1K	$3.4K	-$714	2026-10-22
Clearstead Advisors, LLC	INCREASED	145	107	+38	+36%	$2.5K	$3.1K	+$558	2026-11-06
Farther Finance Advisors, LLC	INCREASED	144	124	+20	+16%	$2.9K	$3.0K	+$139	2026-10-08
Parkside Financial Bank & Trust	NEW	135	—	+135	—	—	$2.9K	—	2026-10-27
Allworth Financial LP	UNCHANGED	128	128	0	0%	$3.0K	$3.0K	$0	2026-11-06
SJS Investment Consulting Inc.	INCREASED	77	4	+73	+1825%	$94	$1.6K	+$1.5K	2026-10-26
IFP Advisors, Inc	INCREASED	63	55	+8	+15%	$1.3K	$1.3K	+$44	2026-10-16
EverSource Wealth Advisors, LLC	INCREASED	49	39	+10	+26%	$911	$1.0K	+$123	2026-11-04
Physician Wealth Advisors, Inc.	UNCHANGED	24	24	0	0%	$562	$507	-$55	2026-10-20
Essential Partners LLC	DECREASED	23	26	-3	-12%	$608	$486	-$122	2026-10-14
Root Financial Partners, LLC	NEW	17	—	+17	—	—	$359	—	2026-10-21
True Wealth Design, LLC	INCREASED	11	8	+3	+38%	$188	$233	+$45	2026-10-13
GK Wealth Management LLC	NEW	6	—	+6	—	—	$126	—	2026-10-09
Provenance Wealth Advisors, LLC	NEW	5	—	+5	—	—	$106	—	2026-10-30
Fortitude Family Office, LLC	UNCHANGED	2	2	0	0%	$47	$42	-$5	2026-10-14
Wealth Enhancement Trust Services, Inc.	CLOSED	0	2	-2	-100%	$47	$0	-$47	2026-10-07
BlackRock, Inc.	N/A	—	632,627	-632,627	-100%	$14.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	480,842	-480,842	-100%	$11.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	413,376	-413,376	-100%	$9.7M	—	—	—
Boston Partners	N/A	—	281,634	-281,634	-100%	$6.6M	—	—	—
Acadian Asset Management LLC	N/A	—	281,294	-281,294	-100%	$6.6M	—	—	—
Gendell Jeffrey L	N/A	—	248,319	-248,319	-100%	$5.8M	—	—	—
Banc Funds Co LLC	N/A	—	195,055	-195,055	-100%	$4.6M	—	—	—
Two Sigma Investments, LP	N/A	—	159,050	-159,050	-100%	$3.7M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	158,017	-158,017	-100%	$3.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	147,560	-147,560	-100%	$3.5M	—	—	—
Rhino Investment Partners, Inc	N/A	—	144,034	-144,034	-100%	$3.4M	—	—	—
State Street Corp	N/A	—	134,310	-134,310	-100%	$3.1M	—	—	—
Alliancebernstein L.P.	N/A	—	110,737	-110,737	-100%	$2.2M	—	—	—
Renaissance Technologies LLC	N/A	—	107,200	-107,200	-100%	$2.5M	—	—	—
Pinnacle Holdings, LLC	N/A	—	91,262	-91,262	-100%	$2.1M	—	—	—
Northern Trust Corp	N/A	—	74,164	-74,164	-100%	$1.7M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	71,842	-71,842	-100%	$1.7M	—	—	—
Empowered Funds, LLC	N/A	—	71,318	-71,318	-100%	$1.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	64,184	-64,184	-100%	$1.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	62,236	-62,236	-100%	$1.5M	—	—	—
HSBC Holdings PLC	N/A	—	53,522	-53,522	-100%	$1.2M	—	—	—
First Manhattan Co. Llc.	N/A	—	52,624	-52,624	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	44,925	-44,925	-100%	$1.1M	—	—	—
Victory Capital Management Inc	N/A	—	41,800	-41,800	-100%	$977.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	36,501	-36,501	-100%	$853.8K	—	—	—
Morgan Stanley	N/A	—	34,909	-34,909	-100%	$816.5K	—	—	—
AQR Capital Management LLC	N/A	—	32,783	-32,783	-100%	$766.8K	—	—	—
Ameriprise Financial Inc	N/A	—	31,505	-31,505	-100%	$736.9K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	30,693	-30,693	-100%	$717.9K	—	—	—
Nuveen, LLC	N/A	—	22,119	-22,119	-100%	$517.4K	—	—	—
SEI Investments Co	N/A	—	19,877	-19,877	-100%	$464.9K	—	—	—
Trexquant Investment LP	N/A	—	19,691	-19,691	-100%	$460.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	19,491	-19,491	-100%	$455.9K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	19,020	-19,020	-100%	$444.9K	—	—	—
Prudential Financial Inc	N/A	—	17,335	-17,335	-100%	$405.5K	—	—	—
UBS Group AG	N/A	—	17,157	-17,157	-100%	$401.3K	—	—	—
Millennium Management LLC	N/A	—	15,727	-15,727	-100%	$367.9K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	13,895	-13,895	-100%	$325.0K	—	—	—
Marshall Wace, LLP	N/A	—	12,745	-12,745	-100%	$298.1K	—	—	—
Bank of America Corp	N/A	—	12,232	-12,232	-100%	$286.1K	—	—	—
&partners	N/A	—	11,200	-11,200	-100%	$262.0K	—	—	—
Cetera Investment Advisers	N/A	—	9,916	-9,916	-100%	$231.9K	—	—	—
Centiva Capital, LP	N/A	—	9,853	-9,853	-100%	$230.5K	—	—	—
Wells Fargo & Company	N/A	—	7,718	-7,718	-100%	$180.5K	—	—	—
Rhumbline Advisers	N/A	—	7,533	-7,533	-100%	$176.2K	—	—	—
MetLife Investment Management, LLC	N/A	—	5,605	-5,605	-100%	$131.1K	—	—	—
New York State Common Retirement Fund	N/A	—	4,400	-4,400	-100%	$102.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	4,244	-4,244	-100%	$99.3K	—	—	—
JPMorgan Chase & Co	N/A	—	3,918	-3,918	-100%	$91.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,615	-3,615	-100%	$84.6K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	2,172	-2,172	-100%	$50.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,458	-1,458	-100%	$34.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,371	-1,371	-100%	$32.1K	—	—	—
Royal Bank of Canada	N/A	—	1,079	-1,079	-100%	$25.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	980	-980	-100%	$22.9K	—	—	—
Legal & General Group Plc	N/A	—	862	-862	-100%	$20.2K	—	—	—
FMR LLC	N/A	—	452	-452	-100%	$10.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	317	-317	-100%	$7.5K	—	—	—
Arax Advisory Partners	N/A	—	287	-287	-100%	$6.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	213	-213	-100%	$5.0K	—	—	—
California State Teachers Retirement System	N/A	—	127	-127	-100%	$3.0K	—	—	—
Rothschild Investment LLC	N/A	—	32	-32	-100%	$748	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	11	-11	-100%	$257	—	—	—
JPL Wealth Management, LLC	N/A	—	3	-3	-100%	$71	—	—	—

Showing 100 of 100 institutions