Citizens Community Bancorp Inc. - Common Stock, par value $0.01 per share (CZWI)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
CZWI on Nasdaq
Shares outstanding
9,869,154
Price per share
$17.90
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,905,621
Total reported value
$94,898,458
% of total 13F portfolios
0%
Share change
-23,706
Value change
+$661,122
Number of holders
74
Price from insider filings
$17.90
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Citizens Community Bancorp Inc. - Common Stock, par value $0.01 per share (CZWI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Fourthstone LLC 5.3% $8,437,377 525,039 Fourthstone LLC 30 Sep 2025
FJ Capital Management LLC 4.9% -26% $7,584,074 -$2,466,752 489,611 -25% Martin Friedman 30 Jun 2025
As of 30 Sep 2025, Citizens Community Bancorp Inc. - Common Stock, par value $0.01 per share (CZWI) has 74 institutional shareholders filing 13F forms. They hold 5,905,621 shares. of 9,869,154 outstanding shares (60%) .

Top 25 institutional shareholders own 55% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
ALLIANCEBERNSTEIN L.P. 9% 891,152 -7.1% 0% $14,320,813
VANGUARD GROUP INC 5.7% 559,094 +0.6% 0% $8,984,641
Fourthstone LLC 5.3% 525,039 +108% 1.5% $8,437,377
MANUFACTURERS LIFE INSURANCE COMPANY, THE 5% 492,848 -0.5% 0.01% $7,920,067
BlackRock, Inc. 4.4% 438,115 +10% 0% $7,040,508
DIMENSIONAL FUND ADVISORS LP 3.3% 329,168 +2% 0% $5,289,741
WELLINGTON MANAGEMENT GROUP LLP 3.1% 309,609 +172% 0% $4,975,417
GENDELL JEFFREY L 2.5% 248,319 0% 0.07% $3,990,486
BANC FUNDS CO LLC 2.5% 246,286 -40% 0.69% $3,957,816
GEODE CAPITAL MANAGEMENT, LLC 2.2% 221,874 +3.5% 0% $3,565,917
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.6% 156,284 -12% 0.05% $2,511,484
ACADIAN ASSET MANAGEMENT LLC 1.2% 121,632 +7.9% 0% $1,949,000
STATE STREET CORP 1% 101,681 +6.4% 0% $1,634,014
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1% 98,645 0% 0% $1,585,225
Pinnacle Holdings, LLC 0.93% 91,347 0% 0.51% $1,467,946
RFG - Bristol Wealth Advisors, LLC 0.9% 88,950 0% 0.41% $1,429,434
ROYCE & ASSOCIATES LP 0.9% 88,948 -21% 0.01% $1,429,394
NORTHERN TRUST CORP 0.86% 85,314 -4.3% 0% $1,370,996
UBS Group AG 0.77% 75,853 +409% 0% $1,218,958
Empowered Funds, LLC 0.65% 64,585 +5.8% 0.01% $1,037,881
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.64% 62,748 -0.8% 0.01% $1,008,360
FIRST MANHATTAN CO. LLC. 0.58% 57,624 0% 0% $926,018
RENAISSANCE TECHNOLOGIES LLC 0.42% 41,700 -6.5% 0% $670,119
BARCLAYS PLC 0.36% 35,754 +84% 0% $574,566
RITHOLTZ WEALTH MANAGEMENT 0.33% 32,850 -15% 0.01% $527,903

Institutional Holders of Citizens Community Bancorp Inc. - Common Stock, par value $0.01 per share (CZWI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 10 $179 -$18 $17.90 1
2025 Q3 5,905,621 $94,898,458 +$661,122 $16.07 74
2025 Q2 5,943,549 $82,013,933 +$5,618,682 $13.80 63
2025 Q1 5,528,640 $79,492,743 -$45,421 $14.38 50
2024 Q4 5,521,903 $89,945,459 +$1,769,004 $16.29 48
2024 Q3 5,339,964 $75,663,468 -$1,997,877 $14.17 38
2024 Q2 5,480,380 $63,406,763 -$931,878 $11.57 33
2024 Q1 5,559,370 $67,544,832 +$436,151 $12.15 36
2023 Q4 5,539,755 $64,869,104 +$984,065 $11.71 36
2023 Q3 5,609,286 $53,846,267 +$631,250 $9.60 34
2023 Q2 5,585,814 $49,432,818 -$694,549 $8.85 37
2023 Q1 5,599,266 $59,404,996 -$836,448 $10.61 39
2022 Q4 5,669,317 $68,197,168 -$850,066 $12.03 44
2022 Q3 5,853,342 $71,251,228 -$413,405 $12.17 40
2022 Q2 5,887,167 $81,273,013 +$204,286 $13.83 39
2022 Q1 5,869,725 $88,690,233 -$1,538,265 $15.11 37
2021 Q4 5,974,977 $82,276,344 +$2,089,210 $13.77 34
2021 Q3 5,244,251 $72,200,366 -$1,201,473 $13.75 34
2021 Q2 5,332,276 $72,972,496 -$2,422,850 $13.68 34
2021 Q1 5,509,259 $68,368,885 -$1,526,420 $12.41 35
2020 Q4 5,658,288 $61,612,047 +$823,626 $10.89 32
2020 Q3 5,662,066 $39,010,977 -$711,726 $6.89 32
2020 Q2 5,767,567 $39,621,082 +$113,093 $6.86 32
2020 Q1 5,765,418 $37,299,760 -$2,744,120 $6.45 38
2019 Q4 6,087,951 $74,189,097 -$2,903,327 $12.22 40
2019 Q3 5,488,948 $60,652,890 +$3,791,512 $11.07 34
2019 Q2 5,146,246 $56,077,499 -$716,710 $10.84 29
2019 Q1 5,210,312 $62,158,844 -$2,374,133 $11.93 29
2018 Q4 5,409,797 $58,977,615 +$16,124,982 $10.90 29
2018 Q3 3,725,993 $52,163,660 +$16,475,341 $14.00 26
2018 Q2 2,549,144 $36,066,603 +$1,369,737 $14.15 26
2018 Q1 2,452,262 $34,331,414 +$348,008 $14.00 23
2017 Q4 2,431,313 $32,816,666 +$906,169 $13.49 21
2017 Q3 2,363,959 $32,961,403 +$2,246,890 $13.95 21
2017 Q2 2,202,887 $30,582,666 +$3,284,916 $13.96 20
2017 Q1 1,962,448 $27,165,142 +$4,591,050 $13.85 20
2016 Q4 1,643,251 $20,424,000 +$2,950,799 $12.43 21
2016 Q3 1,405,816 $15,719,000 +$1,148,963 $11.18 16
2016 Q2 1,303,582 $13,511,000 +$583,809 $10.36 15
2016 Q1 1,249,634 $11,187,000 -$229,316 $8.95 13
2015 Q4 1,265,951 $11,968,000 -$789,439 $9.45 15
2015 Q3 1,349,685 $11,932,000 -$149,192 $8.84 15
2015 Q2 1,366,483 $12,520,000 +$206,640 $9.16 13
2015 Q1 1,343,914 $12,386,000 +$450,024 $9.25 15
2014 Q4 1,294,598 $11,810,000 +$930,234 $9.10 16
2014 Q3 1,193,983 $10,591,000 +$1,230,166 $8.89 16
2014 Q2 1,061,963 $9,021,000 +$146,467 $8.50 10
2014 Q1 1,044,757 $8,359,000 -$37,329 $8.00 10