COMMONWEALTH EQUITY SERVICES, LLC
Position in CZWI — Citizens Community Bancorp Inc.
CIK 312272
WALTHAM, MA
Position in CZWI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$571,824
+$57,183 QoQ
Shares Held
28,880
0.0% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $288,356,573 across 129 Banks - Regional names. CZWI ranks #70 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
162,412 | $33,796,313 | |
| 2 | USB |
US Bancorp \De\
|
626,860 | $32,602,988 | |
| 3 | TFC |
Truist Financial Corp
|
621,231 | $28,557,989 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
88,757 | $12,166,809 | |
| 5 | MTB |
M&T Bank Corp
|
58,209 | $12,032,964 | |
| 6 | FFIN |
First Financial Bankshares Inc
|
377,611 | $11,120,643 | |
| 7 | FITB |
Fifth Third Bancorp
|
191,377 | $8,891,375 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
560,011 | $8,764,172 |
All Filings in CZWI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $571,824 | 28,880 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $514,641 | 28,880 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $300,926 | 18,726 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $238,119 | 17,255 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $248,126 | 17,255 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $346,227 | 21,254 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $301,169 | 21,254 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $245,908 | 21,254 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $233,936 | 19,254 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $178,612 | 15,253 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $146,428 | 15,253 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $134,989 | 15,253 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $140,614 | 13,253 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $159,421 | 13,252 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $161,276 | 13,252 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $183,275 | 13,252 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $200,237 | 13,252 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $182,480 | 13,252 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $182,215 | 13,252 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $181,287 | 13,252 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $164,457 | 13,252 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||