Position in CZWI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,808,670
+$180,867 QoQ
Shares Held
91,347
0.0% QoQ
Ownership
0.947%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Pinnacle Holdings, LLC holds $43,401,396 across 45 Banks - Regional names. CZWI ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCHB |
Mechanics Bancorp
|
253,114 | $3,733,431 | |
| 2 | SBFG |
Sb Financial Group, Inc.
|
156,910 | $3,295,110 | |
| 3 | BHRB |
Burke & Herbert Financial Services Corp.
|
43,233 | $2,692,983 | |
| 4 | FUNC |
First United Corp/Md/
|
58,976 | $2,160,880 | |
| 5 | CZWI |
Citizens Community Bancorp Inc.
This page
|
91,347 | $1,808,670 | |
| 6 | HWBK |
Hawthorn Bancshares, Inc.
|
46,131 | $1,554,153 | |
| 7 | RNST |
Renasant Corp
|
42,976 | $1,552,722 | |
| 8 | CCNE |
Cnb Financial Corp/Pa
|
50,124 | $1,451,591 |
All Filings in CZWI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,808,670 | 91,347 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,627,803 | 91,347 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,467,946 | 91,347 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,260,588 | 91,347 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,313,569 | 91,347 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,488,042 | 91,347 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,296,937 | 91,527 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,059,580 | 91,580 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,113,729 | 91,665 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,077,870 | 92,047 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $979,161 | 101,996 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $903,708 | 102,114 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,083,429 | 102,114 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,183,499 | 98,379 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,201,592 | 98,734 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,366,528 | 98,809 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,493,003 | 98,809 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,361,343 | 98,863 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,359,366 | 98,863 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,355,496 | 99,086 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,229,657 | 99,086 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,079,046 | 99,086 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $683,977 | 99,271 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $743,082 | 108,321 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $700,760 | 108,645 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||