| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC | 5.3% | $8,437,429 | 525,039 | Fourthstone LLC | 30 Sep 2025 | |||
| FJ Capital Management LLC | 4.9% | -26% | $7,353,957 | -$2,391,905 | 489,611 | -25% | Martin Friedman | 30 Jun 2025 |
As of 30 Sep 2025, 74 institutional investors reported holding 5,905,621 shares of Citizens Community Bancorp Inc. - Common Stock, par value $0.01 per share (CZWI). This represents 60% of the company’s total 9,869,154 outstanding shares.
The largest institutional shareholders of Citizens Community Bancorp Inc. - Common Stock, par value $0.01 per share (CZWI) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | 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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 10 | $179 | -$18 | $17.90 | 1 |
| 2025 Q3 | 5,905,621 | $94,898,458 | +$661,120 | $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 | $89,944,842 | +$1,768,959 | $16.29 | 48 |
| 2024 Q3 | 5,339,963 | $75,663,449 | -$1,997,895 | $14.17 | 37 |
| 2024 Q2 | 5,480,380 | $63,406,763 | -$931,877 | $11.57 | 33 |
| 2024 Q1 | 5,559,370 | $67,544,832 | +$432,917 | $12.15 | 36 |
| 2023 Q4 | 5,539,755 | $64,869,104 | +$984,067 | $11.71 | 36 |
| 2023 Q3 | 5,609,286 | $53,846,267 | +$749,325 | $9.60 | 34 |
| 2023 Q2 | 5,566,084 | $49,257,961 | -$813,405 | $8.85 | 35 |
| 2023 Q1 | 5,599,266 | $59,404,996 | -$836,896 | $10.61 | 39 |
| 2022 Q4 | 5,666,817 | $68,167,168 | -$844,376 | $12.03 | 43 |
| 2022 Q3 | 5,853,056 | $71,248,228 | -$414,512 | $12.17 | 39 |
| 2022 Q2 | 5,864,234 | $80,956,013 | +$207,847 | $13.83 | 36 |
| 2022 Q1 | 5,846,821 | $88,344,233 | -$962,823 | $15.11 | 35 |
| 2021 Q4 | 54 | $1,000 | -$2,084,013 | $18.52 | 1 |
| 2021 Q3 | 5,244,397 | $72,203,366 | -$1,177,769 | $13.75 | 35 |
| 2021 Q2 | 5,332,316 | $72,973,496 | -$2,422,259 | $13.68 | 34 |
| 2021 Q1 | 5,509,323 | $68,369,885 | -$1,617,708 | $12.41 | 36 |
| 2020 Q4 | 5,658,288 | $61,612,047 | +$823,625 | $10.89 | 32 |
| 2020 Q3 | 5,662,066 | $39,010,977 | -$711,727 | $6.89 | 32 |
| 2020 Q2 | 5,767,567 | $39,621,082 | +$113,112 | $6.86 | 32 |
| 2020 Q1 | 5,765,418 | $37,299,760 | -$2,744,102 | $6.45 | 38 |
| 2019 Q4 | 6,087,951 | $74,189,097 | -$2,903,322 | $12.22 | 40 |
| 2019 Q3 | 5,488,948 | $60,652,890 | +$3,791,502 | $11.07 | 34 |
| 2019 Q2 | 5,146,246 | $56,077,499 | -$716,710 | $10.84 | 29 |
| 2019 Q1 | 5,210,312 | $62,158,844 | -$2,374,126 | $11.93 | 29 |
| 2018 Q4 | 5,409,797 | $58,977,615 | +$16,124,973 | $10.90 | 29 |
| 2018 Q3 | 3,725,993 | $52,163,660 | +$16,475,343 | $14.00 | 26 |
| 2018 Q2 | 2,549,144 | $36,066,603 | +$1,369,736 | $14.15 | 26 |
| 2018 Q1 | 2,452,262 | $34,331,414 | +$348,006 | $14.00 | 23 |
| 2017 Q4 | 2,431,313 | $32,816,666 | +$907,084 | $13.49 | 21 |
| 2017 Q3 | 2,363,959 | $32,961,403 | +$2,246,889 | $13.95 | 21 |
| 2017 Q2 | 2,202,887 | $30,582,666 | +$3,284,923 | $13.96 | 20 |
| 2017 Q1 | 1,962,448 | $27,165,142 | +$4,591,052 | $13.85 | 20 |
| 2016 Q4 | 1,643,251 | $20,424,000 | +$2,950,795 | $12.43 | 21 |
| 2016 Q3 | 1,405,816 | $15,719,000 | +$1,148,959 | $11.18 | 16 |
| 2016 Q2 | 1,303,582 | $13,511,000 | +$583,456 | $10.36 | 15 |
| 2016 Q1 | 1,249,634 | $11,187,000 | -$229,326 | $8.95 | 13 |
| 2015 Q4 | 1,265,951 | $11,968,000 | -$789,436 | $9.45 | 15 |
| 2015 Q3 | 1,349,685 | $11,932,000 | -$149,191 | $8.84 | 15 |
| 2015 Q2 | 1,366,483 | $12,520,000 | +$206,640 | $9.16 | 13 |
| 2015 Q1 | 1,343,914 | $12,386,000 | +$450,023 | $9.25 | 15 |
| 2014 Q4 | 1,294,598 | $11,810,000 | +$930,230 | $9.10 | 16 |
| 2014 Q3 | 1,193,983 | $10,591,000 | +$1,230,156 | $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 |