BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in CZWI — Citizens Community Bancorp Inc.
CIK 911274
CANTON, OH
Position in CZWI
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$372,121
+$37,319 QoQ
Shares Held
18,794
+0.0% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $23,195,178 across 23 Banks - Regional names. CZWI ranks #15 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMNB |
Farmers National Banc Corp /Oh/
|
373,262 | $4,912,127 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
273,681 | $4,283,107 | |
| 3 | CIVB |
Civista Bancshares, Inc.
|
162,128 | $3,694,897 | |
| 4 | FITB |
Fifth Third Bancorp
|
27,058 | $1,257,114 | |
| 5 | KEY |
Keycorp /New/
|
62,486 | $1,252,844 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
5,884 | $1,224,401 | |
| 7 | TFC |
Truist Financial Corp
|
16,828 | $773,583 | |
| 8 | PDLB |
Ponce Financial Group, Inc.
|
40,533 | $677,306 |
All Filings in CZWI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $372,121 | 18,794 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $334,802 | 18,788 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $301,762 | 18,778 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $259,136 | 18,778 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $270,027 | 18,778 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $305,893 | 18,778 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $266,084 | 18,778 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $217,261 | 18,778 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $228,152 | 18,778 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $219,890 | 18,778 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $180,268 | 18,778 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $166,185 | 18,778 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $199,234 | 18,778 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $225,899 | 18,778 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $228,528 | 18,778 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $259,699 | 18,778 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $283,735 | 18,778 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $258,573 | 18,778 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $258,197 | 18,778 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $256,883 | 18,778 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $233,034 | 18,778 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $204,492 | 18,778 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $129,380 | 18,778 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $128,817 | 18,778 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $121,118 | 18,778 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||