RITHOLTZ WEALTH MANAGEMENT
Position in CZWI — Citizens Community Bancorp Inc.
CIK 1698218
NEW YORK, NY
Position in CZWI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,218,782
+$284,420 QoQ
Shares Held
52,107
+10.4% QoQ
Ownership
0.540%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#28
of 93 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $113,537,310 across 67 Banks - Regional names. CZWI ranks #24 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
165,556 | $9,999,582 | |
| 2 | BPOP |
Popular, Inc.
|
59,321 | $9,739,321 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,745 | $8,308,693 | |
| 4 | NWG |
NatWest Group plc
|
435,479 | $7,677,494 | |
| 5 | LYG |
Lloyds Banking Group plc
|
1,095,240 | $6,385,249 | |
| 6 | KB |
KB Financial Group Inc.
|
55,107 | $5,784,030 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
164,407 | $5,550,380 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
86,477 | $5,469,670 |
All Filings in CZWI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,218,782 | 52,107 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||