Vault-13

CITIZENS CMNTY BANCORP INC M CZWI

COM · Common Stock · CUSIP 174903104

42 institutional holders
5,853,5315.9m shares reported held*
55.8% of all shares outstanding*
$71.3mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 10.5m as of 2022-11-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $12.17.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Schornack Andrew David 13D · may seek influence no change · filed 2026-07-29
Stated purposeItem 4 of the Statement is hereby amended and restated in its entirety as follows: The Reporting Persons acquired their shares of Common Stock for investment purposes. The Reporting Persons believe the shares are undervalued relative to the Issuer's intrinsic value, long-term earnings potential, and franchise value. The Reporting Persons are experienced community banking operators with a track record of building and growing community banking franchises. The Reporting Persons believe the Issuer possesses an attractive community banking platform with strong deposit-gathering capabilities, disciplined credit management, and favorable market positioning in Wisconsin and Minnesota. The Reporting Persons intend to use their experience to support the Issuer's continued growth and the enhancemen… Full filing
9.1% no change 878.5k≈ $20.5m 2026-07-29
BlackRock, Inc. 13G · institution new · filed 2026-07-27 6.4% new 615.0k≈ $14.4m 2026-07-27

Fell to 5% or below in the last year: MANULIFE FINANCIAL CORP (5.0%, 2026-08-14), WELLINGTON MANAGEMENT GROUP LLP (0.0%, 2026-08-13), VANGUARD CAPITAL MANAGEMENT LLC (4.9%, 2026-07-31), ALLIANCEBERNSTEIN L.P. (1.5%, 2026-05-18), VANGUARD GROUP INC (0.0%, 2026-03-26), BANC FUNDS CO LLC (2.5%, 2026-02-17), Fourthstone LLC (1.7%, 2026-02-13)

Insider purchases and sales in Q3 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 20: 0 buyingQ4 20: 0 sellingQ1 21: 0 buyingQ1 21: 0 sellingQ1 21Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 2 buyingQ4 21: 0 sellingQ1 22: 3 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 0 sellingQ3 22: 3 buyingQ3 22: 0 sellingQ3 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20200—0——
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20212$24.2k0——
Q1 20223$24.9k0——
Q2 20220—0——
Q3 20223$43.3k0——
DateInsiderTradeSharesPrice ValueTheir holding
2022-09-02 Bianchi Stephen M CEO and President, director Bought 150 $13.05 $2.0k150 shares +<1%
2022-08-25 Bianchi Stephen M CEO and President, director Bought 300 $13.34 $4.0k300 shares +0%
2022-08-24 Bianchi Stephen M CEO and President, director Bought 400 $13.50 $5.4k400 shares +1%
2022-08-22 Bianchi Stephen M CEO and President, director Bought 100 $13.20 $1.3k100 shares +<1%
2022-08-19 Bianchi Stephen M CEO and President, director Bought 100 $13.40 $1.3k100 shares +<1%
2022-08-16 Bianchi Stephen M CEO and President, director Bought 508 $13.33 $6.8k508 shares +1%
2022-08-15 Bianchi Stephen M CEO and President, director · By IRA Bought 200 $13.30 $2.7k200 shares +<1%
2022-08-04 Bianchi Stephen M CEO and President, director · By IRA Bought 500 $13.27 $6.6k500 shares +1%
2022-08-03 MOLL JAMES D Director Bought 500 $13.00 $6.5k500 shares +2%
2022-08-03 MCHUGH RICHARD Director Bought 438 $13.40 $5.9k438 shares +<1%
2022-08-01 MCHUGH RICHARD Director Bought 62 $12.90 $80062 shares +<1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FJ Capital Management LLC 1.40% of their portfolio MCLEAN, VA 952,000952.0k $11.6m $11.6m 1.40% —
2 BANC FUNDS CO LLC 0.98% of their portfolio CHICAGO, IL 875,331875.3k $10.7m $10.7m 0.98% —
3 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 786,072786.1k $9.6m $9.6m 0.00% —
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 647,888647.9k $7.9m $7.9m 0.01% —
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 454,939454.9k $5.5m $5.5m 0.00% —
6 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 255,684255.7k $3.1m $3.1m 0.00% —
7 GENDELL JEFFREY L 0.37% of their portfolio Greenwich, CT 234,052234.1k $2.8m $2.8m 0.37% —
8 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 210,149210.1k $2.6m $2.6m 0.00% —
9 ROYCE & ASSOCIATES LP 0.03% of their portfolio New York, NY 191,779191.8k $2.3m $2.3m 0.03% —
10 Petiole USA ltd 1.66% of their portfolio New York, NY 183,495183.5k $2.2m $2.2m 1.66% —
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio HOUSTON, TX 181,900181.9k $2.2m $2.2m 0.06% —
12 Eidelman Virant Capital 1.06% of their portfolio SAINT LOUIS, MO 115,500115.5k $1.4m $1.4m 1.06% —
13 River Oaks Capital LLC 1.38% of their portfolio Wayzata, MN 104,088104.1k $1.3m $1.3m 1.38% —
14 Pinnacle Holdings, LLC 0.56% of their portfolio TULSA, OK 98,73498.7k $1.2m $1.2m 0.56% —
15 BlackRock Inc. 0.00% of their portfolio New York, NY 83,36983.4k $1.0m $1.0m 0.00% —
16 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 61,35461.4k $746.0k $746.0k 0.00% —
17 PRELUDE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio NEW YORK, NY 50,61350.6k $616.0k $616.0k 0.03% —
18 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 46,20146.2k $562.0k $562.0k 0.00% —
19 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 44,17444.2k $537.0k $537.0k 0.00% —
20 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 41,81641.8k $509.0k $509.0k 0.00% —
21 BHZ CAPITAL MANAGEMENT, LP 0.24% of their portfolio San Jose, CA 37,83937.8k $461.0k $461.0k 0.24% —
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 35,41535.4k $431.0k $431.0k 0.00% —
23 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 30,17730.2k $365.0k $365.0k 0.00% —
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 18,98319.0k $231.0k $231.0k 0.00% —
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 18,87318.9k $230.0k $230.0k 0.00% —
26 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 18,81518.8k $229.0k $229.0k 0.00% —
27 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.03% of their portfolio CANTON, OH 18,77818.8k $229.0k $229.0k 0.03% —
28 GLOBEFLEX CAPITAL L P 0.03% of their portfolio SAN DIEGO, CA 16,63716.6k $202.0k $202.0k 0.03% —
29 CW Advisors, LLC 0.00% of their portfolio BOSTON, MA 14,99115.0k $182.0k $182.0k 0.00% —
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,25213.3k $161.0k $161.0k 0.00% —
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,0733.1k $36.0k $36.0k 0.00% —
32 Hoese & Co LLP 0.02% of their portfolio GLENCOE, MN 1,5191.5k $18.0k $18.0k 0.02% —
33 State of Wyoming 0.01% of their portfolio CHEYENNE, WY 1,3801.4k $17.0k $17.0k 0.01% —
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,2581.3k $15.0k $15.0k 0.00% —
35 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,0001.0k $12.0k $12.0k 0.00% —
36 Center for Financial Planning, Inc. 0.00% of their portfolio SOUTHFIED, MI 1,0001.0k $12.0k $12.0k 0.00% —
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 759759 $9.0k $9.0k 0.00% —
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 346346 $4.0k $4.0k 0.00% —
39 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 151151 $1.8k $1.8k 0.00% —
40 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 9898 $1.0k $1.0k 0.00% —
41 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4949 $2.0k $2.0k 0.00% —
42 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% —