CITIZENS COMMUNITY BANCORP I

$CZWI
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Institutional coverage

81 13F filers hold $CZWI.

13F holders
81
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$CZWI is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.00%, with an average of 0.00% of portfolio. Largest holder: Wellington Management Group LLP at 0.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Wellington Management Group LLP
0.00% held
α +10.5pts
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
03
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 81 · Source: 13F-HR
01
Gardner Russo & Quinn LLC
—
593,996 sh
02
Barrett & Company, Inc.
0.01% of portfolio
484,188 sh
03
Generation Investment Management LLP
—
396,722 sh
04
Campbell Newman Asset Management Inc.
0.01% of portfolio
254,714 sh
05
Clark Estates INC
0.07% of portfolio
248,319 sh
06
Roof Eidam Maycock Peralta, LLC
0.76% of portfolio
206,055 sh
07
Fourthstone LLC
0.56% of portfolio
168,029 sh
08
Seilern Investment Management Ltd
0.89% of portfolio
162,312 sh
09
Bonness Enterprises Inc.
0.06% of portfolio
160,312 sh
10
Daytona Street Capital LLC
2.11% of portfolio
151,644 sh
See all 81 13F holders · Pro →

Insider activity · last 90 days

4 transactions · 4 filers
06 Aug 2025
Conner Michael R —
▲ BOUGHT
1,600
$15.03
P
04 Aug 2025
Olson Timothy L —
▲ BOUGHT
1,471
$14.99
P
31 Jul 2025
Skarvan Kathleen —
▲ BOUGHT
1,000
$14.74
P
31 Jul 2025
Felber Francis E —
▲ BOUGHT
3,000
$14.80
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CZWI in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 17:54 UTC.