Position in CZWI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,134,618
+$325,948 QoQ
Shares Held
91,262
-0.1% QoQ
Ownership
0.946%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#20
of 94 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pinnacle Holdings, LLC holds $24,359,851 across 25 Banks - Regional names. CZWI ranks #1 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CZWI |
Citizens Community Bancorp Inc.
This page
|
91,262 | $2,134,618 | |
| 2 | HWBK |
Hawthorn Bancshares, Inc.
|
46,073 | $1,810,668 | |
| 3 | CCNE |
Cnb Financial Corp/Pa
|
50,124 | $1,689,680 | |
| 4 | CIVB |
Civista Bancshares, Inc.
|
58,920 | $1,662,722 | |
| 5 | PKBK |
Parke Bancorp, Inc.
|
49,941 | $1,656,043 | |
| 6 | FLG |
Flagstar Bank, National Association
|
103,920 | $1,552,564 | |
| 7 | FCCO |
First Community Corp /Sc/
|
46,087 | $1,506,123 | |
| 8 | PEBK |
Peoples Bancorp Of North Carolina Inc
|
34,889 | $1,503,367 |
All Filings in CZWI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,134,618 | 91,262 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||