CZWI Citizens Community Bancorp, Inc.

Ownership history in BANC FUNDS CO LLC  ·  32 quarters on record

AI Ownership Summary

BANC FUNDS CO LLC reported Citizens Community Bancorp, Inc. (CZWI) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.03% in 2024 Q1. The latest visible filing shows CZWI at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CZWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BANC FUNDS CO LLC's position in Citizens Community Bancorp, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CZWI was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BANC FUNDS CO LLC held CZWI — position size vs. price
% of Fund (quarterly)    CZWI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 246,286 0% 0.87% $4.4M 2026-02-14 (Est.) $18.89
2025 Q3 REDUCED 246,286 -165,710 -40.2% 0.69% $4.0M 2025-11-14 $16.71
2025 Q2 REDUCED 411,996 -56,746 -12.1% 0.86% $5.7M 2025-08-14 $15.72
2025 Q1 REDUCED 468,742 -39,479 -7.8% 0.89% $6.7M 2025-05-14 $14.92
2024 Q4 REDUCED 508,221 -51,749 -9.2% 0.91% $8.3M 2025-02-13 $15.50
2024 Q3 REDUCED 559,970 -119,550 -17.6% 0.86% $7.9M 2024-11-14 $14.58
2024 Q2 REDUCED 679,520 -72,276 -9.6% 0.93% $7.9M 2024-08-14 $12.23
2024 Q1 REDUCED 751,796 -99,535 -11.7% 1.03% $9K 2024-05-13 $10.76
2023 Q4 REDUCED 851,331 -25,996 -3.0% 0.98% $10K 2024-02-13 $10.87
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BANC FUNDS CO LLC and CZWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BANC FUNDS CO LLC reported owning CZWI?

BANC FUNDS CO LLC reported CZWI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CZWI position in BANC FUNDS CO LLC's portfolio?

The largest reported portfolio weight for CZWI was 1.03% in 2024 Q1.

What is the latest reported CZWI position on this page?

The most recent filing on this page is 2025 Q4, when BANC FUNDS CO LLC reported 246,286 shares, equal to 0.87% of portfolio, with an estimated market value of $4.4M.

What does the chart on this CZWI ownership page compare?

The chart compares BANC FUNDS CO LLC's quarterly CZWI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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