Chuck Royce's CZWI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 48,702 shares of Citizens Community Bancorp, Inc. (CZWI) worth $867,870, representing 0.01% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in CZWI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 42,819 shares. Largest reduction occurred in Q4 2023, reducing 48,753 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Citizens Community Bancorp (CZWI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Citizens Community Bancorp (CZWI) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -40,246 | Reduce 45.25% | 48,702 | $17.82 |
| Q3 2025 | -23,060 | Reduce 20.59% | 88,948 | $16.07 |
| Q2 2025 | -3,341 | Reduce 2.90% | 112,008 | $13.80 |
| Q1 2025 | -45,392 | Reduce 28.24% | 115,349 | $14.38 |
| Q4 2024 | -7,894 | Reduce 4.68% | 160,741 | $16.29 |
| Q3 2024 | -30,882 | Reduce 15.48% | 168,635 | $14.17 |
| Q2 2024 | -510 | Reduce 0.25% | 199,517 | $11.57 |
| Q1 2024 | -46,503 | Reduce 18.86% | 200,027 | $12.15 |
| Q4 2023 | -48,753 | Reduce 16.51% | 246,530 | $11.71 |
| Q3 2023 | +11,948 | Add 4.22% | 295,283 | $9.60 |
| Q2 2023 | +24,582 | Add 9.50% | 283,335 | $8.85 |
| Q1 2023 | +24,155 | Add 10.30% | 258,753 | $10.61 |
| Q4 2022 | +42,819 | Add 22.33% | 234,598 | $12.03 |
| Q3 2022 | +3,300 | Add 1.75% | 191,779 | $12.17 |
| Q2 2022 | +28,788 | Add 18.03% | 188,479 | $13.83 |
| Q1 2022 | +6,185 | Add 4.03% | 159,691 | $15.11 |
| Q4 2021 | +153,506 | New Buy | 153,506 | $13.77 |
Chuck Royce's Citizens Community Bancorp Investment FAQs
Chuck Royce first purchased Citizens Community Bancorp, Inc. (CZWI) in Q4 2021, acquiring 153,506 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Citizens Community Bancorp, Inc. (CZWI) for 17 quarters since Q4 2021.
Chuck Royce's largest addition to Citizens Community Bancorp, Inc. (CZWI) was in Q4 2021, adding 153,506 shares worth $2.11 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 48,702 shares of Citizens Community Bancorp, Inc. (CZWI), valued at approximately $867,870.
As of the Q4 2025 filing, Citizens Community Bancorp, Inc. (CZWI) represents approximately 0.01% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Citizens Community Bancorp, Inc. (CZWI) was 295,283 shares, as reported at the end of Q3 2023.