Latest Period
Q1 2026
Security Snapshot
Citizens Community Bancorp Inc. - Common Stock (CZWI) Institutional Ownership
CUSIP: 174903104
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
84
Shares (Excl. Options)
5,843,490
Price
$19.80
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- Security type / class
- Equity / Common Stock
- Symbol
- CZWI on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 5,843,490
- Total 13F value
- $115,456,483
- Portfolio coverage rank
- 0%
- Share change
- -99,452
- Value change
- -$527,174
- Number of holders
- 84
- Shares outstanding
- 9,714,081
- SEC-reported price per share
- $21.00
- Insider filing price
- $21.00
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CZWI - Citizens Community Bancorp Inc. - Common Stock is tracked under CUSIP 174903104.
- 84 institutions reported positions in Q1 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 81 to 84 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $105,631,352 to $115,456,483.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 84 institutions filings for Q1 2026.
Security key
174903104
Latest holder period
Q1 2026
13F holders
84
13D/G owners
6
CIK / CUSIP context first
Open Q1 2026 holders
CZWI full holder history
Citizens Community Bancorp Inc. SEC filings
Citizens Community Bancorp Inc. company facts
Citizens Community Bancorp Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 174903104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
6
Security
CZWI
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 7.2% | $12,321,067 | 691,414 | Wellington Management Group LLP | 31 Dec 2025 | |||
| Schornack Andrew David | 6.3% | $12,851,729 | 611,987 | Andrew Schornack | 02 Jun 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.4% | $10,328,155 | 521,624 | Vanguard Capital Management | 31 Mar 2026 | |||
| FJ Capital Management LLC | 4.9% | -26% | $7,584,074 | -$2,466,752 | 489,611 | -25% | Martin Friedman | 30 Jun 2025 |
| Fourthstone LLC | 1.7% | -72% | $2,994,277 | -$6,361,918 | 168,029 | -68% | Fourthstone LLC | 31 Dec 2025 |
| ALLIANCEBERNSTEIN L.P. | 1.5% | -68% | $3,001,330 | -$8,044,816 | 147,558 | -73% | AllianceBernstein L.P. | 31 Mar 2026 |
As of 31 Mar 2026, 84 institutional investors reported holding 5,843,490 shares of Citizens Community Bancorp Inc. - Common Stock (CZWI). This represents 60% of the company’s total 9,714,081 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
53%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 6.1% | 593,996 | -14% | 0% | $11,761,121 |
| BlackRock, Inc. | 5.2% | 507,900 | +8.3% | 0% | $10,056,421 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5% | 484,188 | -1.3% | 0.01% | $9,586,922 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.7% | 461,221 | 0% | 0% | $9,132,176 |
| DIMENSIONAL FUND ADVISORS LP | 3.6% | 346,741 | +3.1% | 0% | $6,865,200 |
| ACADIAN ASSET MANAGEMENT LLC | 2.6% | 254,714 | +69% | 0.01% | $5,032,000 |
| GENDELL JEFFREY L | 2.6% | 248,319 | 0% | 0.07% | $4,916,716 |
| Boston Partners | 2.4% | 234,612 | 0% | $4,645,320 | |
| BANC FUNDS CO LLC | 2.1% | 206,055 | -16% | 0.76% | $4,079,889 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 204,263 | -3.8% | 0% | $4,045,839 |
| Rhino Investment Partners, Inc | 1.7% | 162,312 | 0.89% | $3,213,778 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.7% | 160,312 | +2.6% | 0.06% | $3,174,178 |
| Daytona Street Capital LLC | 1.6% | 151,244 | -0.26% | 2.4% | $3,048,323 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5% | 147,560 | +22% | 0% | $2,921,688 |
| ALLIANCEBERNSTEIN L.P. | 1.5% | 147,558 | -73% | 0% | $2,629,484 |
| UBS Group AG | 1.4% | 133,675 | -21% | 0% | $2,646,765 |
| STATE STREET CORP | 1.3% | 124,491 | +22% | 0% | $2,464,922 |
| RFG - Bristol Wealth Advisors, LLC | 1.1% | 103,682 | +12% | 0.55% | $2,052,907 |
| Pinnacle Holdings, LLC | 0.94% | 91,347 | 0% | 0.58% | $1,808,671 |
| NORTHERN TRUST CORP | 0.87% | 84,052 | +6.5% | 0% | $1,664,230 |
| TWO SIGMA INVESTMENTS, LP | 0.77% | 74,411 | +64% | 0% | $1,473,338 |
| Empowered Funds, LLC | 0.71% | 68,613 | 0.01% | $1,358,537 | |
| VANGUARD FIDUCIARY TRUST CO | 0.62% | 60,366 | 0% | 0% | $1,195,247 |
| HSBC HOLDINGS PLC | 0.61% | 59,254 | +95% | 0% | $1,177,970 |
| FIRST MANHATTAN CO. LLC. | 0.59% | 57,624 | 0% | 0% | $1,140,955 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 5,843,490 | $115,456,483 | -$527,174 | $19.80 | 84 |
| 2025 Q4 | 5,928,327 | $105,631,352 | -$2,140,965 | $17.82 | 81 |
| 2025 Q3 | 5,905,628 | $94,898,570 | +$661,234 | $16.07 | 75 |
| 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 |