Citizens Community Bancorp Inc.: which funds bought and sold

Institutions that bought and sold Citizens Community Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 57 institutions that filed 13F reports for both quarters added to or opened positions in Citizens Community Bancorp, and 28 cut or closed them. Together they sold a net 152K shares, −2.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 290K shares (−15.6%); index fund managers were net buyers of 119K shares (+7.8%). 15 opened a new position and 5 sold out entirely.

Bought, Q2 2026 57 institutions, 15 of them new holders Sold, Q2 2026 28 institutions, 5 of them sold out

Net change, all compared −152K shares (−2.6%)

Net change, active managers −290K shares (−15.6%), 14 bought, 5 sold

Buyers versus sellers

institutions compared, 99

57 bought 14 28 sold

Active managers and hedge funds 14 bought · 5 sold · −290K

Index fund managers 7 bought · 2 sold · +119K

Other institutions 36 bought · 21 sold · +19K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+125K +24.6%	633K	$14.8M
Mackenzie Financial Corp	+112K New position	112K	$2.6M
Two Sigma Investments, LP Hedge fund	+85K +113.7%	159K	$3.7M
Renaissance Technologies LLC Hedge fund	+54K +100.7%	107K	$2.5M
Boston Partners Active manager	+47K +20.0%	282K	$6.6M
Citadel Advisors LLC Hedge fund	+45K New position	45K	$1.1M
Dimensional Fund Advisors LP	+30K +8.5%	376K	$8.8M
Acadian Asset Management LLC Active manager	+27K +10.4%	281K	$6.6M
Geode Capital Management, LLC Index funds	+26K +13.0%	231K	$5.4M
Nuveen, LLC	+22K New position	22K	$517,363
Occudo Quantitative Strategies LP	+19K New position	19K	$444,878
O'Shaughnessy Asset Management, LLC Active manager	+16K +29.2%	72K	$1.7M
Millennium Management LLC Hedge fund	+16K New position	16K	$367,855
Los Angeles Capital Management LLC Active manager	+14K New position	14K	$325,004
Marshall Wace, LLP Hedge fund	+13K New position	13K	$298,106
AQR Capital Management LLC Hedge fund	+9,964 +43.7%	33K	$766,800
Cetera Investment Advisers	+9,916 New position	9,916	$231,938
Centiva Capital, LP Hedge fund	+9,853 New position	9,853	$230,462
State Street Corp Index funds	+9,819 +7.9%	134K	$3.1M
Sei Investments Co	+9,700 +95.3%	20K	$464,926

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+85K +113.7%	159K	$3.7M
Renaissance Technologies LLC Hedge fund	+54K +100.7%	107K	$2.5M
Boston Partners Active manager	+47K +20.0%	282K	$6.6M
Citadel Advisors LLC Hedge fund	+45K New position	45K	$1.1M
Acadian Asset Management LLC Active manager	+27K +10.4%	281K	$6.6M
O'Shaughnessy Asset Management, LLC Active manager	+16K +29.2%	72K	$1.7M
Millennium Management LLC Hedge fund	+16K New position	16K	$367,855
Los Angeles Capital Management LLC Active manager	+14K New position	14K	$325,004
Marshall Wace, LLP Hedge fund	+13K New position	13K	$298,106
AQR Capital Management LLC Hedge fund	+9,964 +43.7%	33K	$766,800

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−594K Sold out	0	—
UBS Group AG	−117K −87.2%	17K	$401,302
Vanguard Capital Management LLC Index funds	−48K −10.4%	413K	$9.7M
Daytona Street Capital LLC	−41K −27.3%	110K	$2.5M
Alliancebernstein L.P. Active manager	−37K −25.0%	111K	$2.2M
Rhino Investment Partners, Inc	−18K −11.3%	144K	$3.4M
Goldman Sachs Group Inc	−14K −28.0%	37K	$853,759
Banc Funds Co LLC	−11K −5.3%	195K	$4.6M
Northern Trust Corp Index funds	−9,888 −11.8%	74K	$1.7M
HSBC Holdings PLC	−5,732 −9.7%	54K	$1.2M
First Manhattan Co. Llc. Active manager	−5,000 −8.7%	53K	$1.2M
Manufacturers Life Insurance Company, The	−3,346 −0.7%	481K	$11.2M
Bridgeway Capital Management, LLC Active manager	−2,295 −1.4%	158K	$3.7M
Barclays PLC	−2,033 −7.0%	27K	$628,115
Morgan Stanley	−1,553 −4.3%	35K	$816,532
Bank Of America Corp	−1,472 −10.7%	12K	$286,107
BNP Paribas Financial Markets	−809 −35.7%	1,458	$34,103
State Of Wyoming	−415 Sold out	0	—
California State Teachers Retirement System	−386 −75.2%	127	$2,971
Mirae Asset Global Etfs Holdings Ltd.	−271 −6.0%	4,244	$99,267

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−594K Sold out	0	—
Alliancebernstein L.P. Active manager	−37K −25.0%	111K	$2.2M
First Manhattan Co. Llc. Active manager	−5,000 −8.7%	53K	$1.2M
Bridgeway Capital Management, LLC Active manager	−2,295 −1.4%	158K	$3.7M
Federated Hermes, Inc. Active manager	−47 Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Mackenzie Financial Corp	112K	$2.6M
Citadel Advisors LLCHedge fund	45K	$1.1M
Nuveen, LLC	22K	$517,363
Occudo Quantitative Strategies LP	19K	$444,878
Millennium Management LLCHedge fund	16K	$367,855
Los Angeles Capital Management LLCActive manager	14K	$325,004
Marshall Wace, LLPHedge fund	13K	$298,106
Cetera Investment Advisers	9,916	$231,938
Centiva Capital, LPHedge fund	9,853	$230,462
Jones Financial Companies LLLP	317	$7,462

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Wellington Management Group LLPActive manager	594K	$11.8M
State Of Wyoming	415	$8,217
Federated Hermes, Inc.Active manager	47	$931
Mai Capital Management	35	$693
Root Financial Partners, LLC	9	$178

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 94
Ten largest holders: 58.0%
Index fund managers: 29.0%
Active managers and hedge funds: 27.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	14	5	5	2	−290K	−15.6%
Index fund managers	7	2	0	0	+119K	+7.8%
Other institutions	36	21	10	3	+19K	+0.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Citizens Community Bancorp.

Only managers that filed a holdings report for both quarters are compared (99 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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