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Equibles

OSAIC HOLDINGS, INC.

Position in CZWI — Citizens Community Bancorp Inc.

CIK 1677044 SCOTTSDALE, AZ
Back to CZWI Full portfolio

Position in CZWI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$455,894
+$99,673 QoQ
Shares Held
19,491
+8.3% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 93 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 77% Shared 0% None 23%

Common Shares in CZWI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $326,405,533 across 251 Banks - Regional names. CZWI ranks #88 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 279,306 $68,770,721
2 USB
US Bancorp De
 500,032 $30,201,931
3 TFC
Truist Financial Corp
 430,382 $21,441,628
4 WSBC
Wesbanco Inc
 315,103 $12,298,469
5 MTB
M&T Bank Corp
 49,796 $11,851,944
6 UMBF
Umb Financial Corp
 79,883 $11,404,096
7 AUB
Atlantic Union Bankshares Corp
 263,246 $11,137,936
8 ABCB
Ameris Bancorp
 117,414 $10,597,786

All Filings in CZWI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $455,894 19,491
2026-03-31 $356,221 17,991
2025-12-31 $320,991 18,013
2025-09-30 $289,468 18,013
2025-06-30 $41,400 3,000
2025-03-31 $4,500 313
2024-12-31 $5,098 313
2024-09-30 $4,123 291
2024-06-30 $32,546 2,813
2024-03-31 $34,177 2,813
2023-12-31 $32,939 2,813
2023-09-30 $27,004 2,813
2023-06-30 $22,319 2,522
2023-03-31 $26,758 2,522
2022-12-31 $30,580 2,542
2022-09-30 $37,397 3,073
2022-06-30 $54,088 3,911
2022-03-31 $59,063 3,909
2021-12-31 $53,826 3,909
2021-09-30 $53,761 3,910
2021-06-30 $53,734 3,928
2021-03-31 $47,889 3,859
2020-12-31 $42,024 3,859
2020-09-30 $26,588 3,859
2020-06-30 $5,659 825
2020-03-31 $5,321 825