RITHOLTZ WEALTH MANAGEMENT
Position in CZWI — Citizens Community Bancorp Inc.
CIK 1698218
NEW YORK, NY
Position in CZWI
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$934,362
+$326,380 QoQ
Shares Held
47,190
+38.3% QoQ
Ownership
0.489%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $92,117,699 across 59 Banks - Regional names. CZWI ranks #21 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
163,960 | $8,527,559 | |
| 2 | BPOP |
Popular, Inc.
|
56,390 | $7,565,846 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
32,469 | $6,756,474 | |
| 4 | NWG |
NatWest Group plc
|
420,712 | $6,268,608 | |
| 5 | KB |
KB Financial Group Inc.
|
53,032 | $5,288,881 | |
| 6 | LYG |
Lloyds Banking Group plc
|
1,048,126 | $5,272,073 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
81,018 | $4,968,023 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
163,539 | $4,870,191 |
All Filings in CZWI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $934,362 | 47,190 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $607,982 | 34,118 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $527,899 | 32,850 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $536,143 | 38,851 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $548,841 | 38,167 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $239,723 | 14,716 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||