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Equibles

COMMONWEALTH EQUITY SERVICES, LLC

Position in CZWI — Citizens Community Bancorp Inc.

CIK 312272 WALTHAM, MA
Back to CZWI Full portfolio

Position in CZWI

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$698,893
+$127,069 QoQ
Shares Held
29,880
+3.5% QoQ
Ownership
0.310%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 93 holders
Holding Since
Mar 2021
22 quarters on record

Common Shares in CZWI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. CZWI ranks #65 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 152,886 $37,643,590
2 USB
US Bancorp De
 606,349 $36,623,479
3 TFC
Truist Financial Corp
 598,369 $29,810,743
4 CFR
Cullen/Frost Bankers, Inc.
 87,174 $13,470,126
5 MTB
M&T Bank Corp
 55,678 $13,251,920
6 FITB
Fifth Third Bancorp
 199,782 $11,261,711
7 HBAN
Huntington Bancshares Inc /Md/
 548,854 $9,731,181
8 INDB
Independent Bank Corp
 98,821 $8,273,294

All Filings in CZWI

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $698,893 29,880
2026-03-31 $571,824 28,880
2025-12-31 $514,641 28,880
2025-09-30 $300,926 18,726
2025-06-30 $238,119 17,255
2025-03-31 $248,126 17,255
2024-12-31 $346,227 21,254
2024-09-30 $301,169 21,254
2024-06-30 $245,908 21,254
2024-03-31 $233,936 19,254
2023-12-31 $178,612 15,253
2023-09-30 $146,428 15,253
2023-06-30 $134,989 15,253
2023-03-31 $140,614 13,253
2022-12-31 $159,421 13,252
2022-09-30 $161,276 13,252
2022-06-30 $183,275 13,252
2022-03-31 $200,237 13,252
2021-12-31 $182,480 13,252
2021-09-30 $182,215 13,252
2021-06-30 $181,287 13,252
2021-03-31 $164,457 13,252