Vault-13

CITIZENS CMNTY BANCORP INC M CZWI

COM · Common Stock · CUSIP 174903104

94 institutional holders +8 vs Q1 2026
5,618,1755.6m shares reported held*
58.2% of all shares outstanding*
$130.9mreported value*
15 new 42 added 23 reduced 6 sold out net sold ≈ $3.6m (-151.9k shares)

* 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 ($1.7m this quarter). Holder counts are more reliable. Shares outstanding: 9.7m as of 2026-08-06, 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 ≈ $23.31.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 42Q4 22: 46Q1 23: 40Q2 23: 38Q3 23: 35Q4 23: 37Q1 24: 37Q2 24: 35Q3 24: 40Q4 24: 50Q1 25: 51Q2 25: 64Q3 25: 76Q4 25: 81Q1 26: 86Q2 26: 9494Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202242
Q4 202246
Q1 202340
Q2 202338
Q3 202335
Q4 202337
Q1 202437
Q2 202435
Q3 202440
Q4 202450
Q1 202551
Q2 202564
Q3 202576
Q4 202581
Q1 202686
Q2 202694

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 18 bought or addedQ3 24: 12 cut or sold outQ4 24: 26 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 21 cut or sold outQ2 25: 41 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 41 bought or addedQ3 25: 24 cut or sold outQ4 25: 41 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 42 bought or addedQ1 26: 34 cut or sold outQ2 26: 57 bought or addedQ2 26: 29 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241812
Q4 20242614
Q1 20252321
Q2 20254120
Q3 20254124
Q4 20254127
Q1 20264234
Q2 20265729

Biggest buyers

BlackRock, Inc. Added +124,727+124.7k
MACKENZIE FINANCIAL CORP New +112,055+112.1k
TWO SIGMA INVESTMENTS, LP Added +84,639+84.6k
RENAISSANCE TECHNOLOGIES LLC Added +53,800+53.8k
Boston Partners Added +47,022+47.0k
CITADEL ADVISORS LLC New +44,925+44.9k
DIMENSIONAL FUND ADVISORS LP Added +29,521+29.5k
ACADIAN ASSET MANAGEMENT LLC Added +26,580+26.6k
GEODE CAPITAL MANAGEMENT, LLC Added +26,474+26.5k
Nuveen, LLC New +22,119+22.1k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Sold out -593,996-594.0k
UBS Group AG Reduced -116,518-116.5k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -47,845-47.8k
Daytona Street Capital LLC Reduced -41,333-41.3k
ALLIANCEBERNSTEIN L.P. Reduced -36,821-36.8k
Rhino Investment Partners, Inc Reduced -18,278-18.3k
GOLDMAN SACHS GROUP INC Reduced -14,218-14.2k
BANC FUNDS CO LLC Reduced -11,000-11.0k
NORTHERN TRUST CORP Reduced -9,888-9.9k
HSBC HOLDINGS PLC Reduced -5,732-5.7k

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 since 1 Apr 2026

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 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 4 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 4 buyingQ2 26: 1 sellingQ3 26: 2 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20254$105.2k0——
Q4 20250—0——
Q1 20260—0——
Q2 20264$90.8k1$104.2k—
Q3 20262$30.6k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-10 Bianchi Stephen M CEO and President, director · By IRA Bought 1,000 $20.50 $20.5k1.0k shares +2%
2026-08-10 FELBER FRANCIS E Director Bought 500 $20.25 $10.1k500 shares +2%
2026-05-18 MOLL JAMES D Director Sold 2,000 $20.59 $41.2k2.0k shares -6%
2026-05-18 FELBER FRANCIS E Director Bought 500 $20.60 $10.3k500 shares +2%
2026-05-14 MOLL JAMES D Director Sold 3,000 $21.00 $63.0k3.0k shares -8%
2026-05-08 SKARVAN KATHLEEN Director · By PK Skarvan Trust Bought 750 $21.16 $15.9k750 shares +58%
2026-05-05 Olson Timothy L Director Bought 1,000 $20.95 $20.9k1.0k shares +4%
2026-05-04 FELBER FRANCIS E Director Bought 1,000 $20.60 $20.6k1.0k shares +5%
2026-04-30 Conner Michael R Director Bought 1,100 $20.95 $23.0k1.1k shares +7%

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 632,627632.6k $14.8m $14.8m 0.00% Added +124.7k +124,727
2 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 480,842480.8k $11.2m $11.2m 0.01% Reduced -3.3k -3,346
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 413,376413.4k $9.7m $9.7m 0.00% Reduced -47.8k -47,845
4 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 376,262376.3k $8.8m $8.8m 0.00% Added +29.5k +29,521
5 Boston Partners 0.01% of their portfolio BOSTON, MA 281,634281.6k $6.6m $6.6m 0.01% Added +47.0k +47,022
6 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 281,294281.3k $6.6m $6.6m 0.01% Added +26.6k +26,580
7 GENDELL JEFFREY L 0.05% of their portfolio Greenwich, CT 248,319248.3k $5.8m $5.8m 0.05% Unchanged
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 230,737230.7k $5.4m $5.4m 0.00% Added +26.5k +26,474
9 BANC FUNDS CO LLC 0.75% of their portfolio CHICAGO, IL 195,055195.1k $4.6m $4.6m 0.75% Reduced -11.0k -11,000
10 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 159,050159.1k $3.7m $3.7m 0.00% Added +84.6k +84,639
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio HOUSTON, TX 158,017158.0k $3.7m $3.7m 0.06% Reduced -2.3k -2,295
12 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 147,560147.6k $3.5m $3.5m 0.00% Unchanged
13 Rhino Investment Partners, Inc 1.02% of their portfolio WEST CONSHOHOCKEN, PA 144,034144.0k $3.4m $3.4m 1.02% Reduced -18.3k -18,278
14 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 134,310134.3k $3.1m $3.1m 0.00% Added +9.8k +9,819
15 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 112,055112.1k $2.6m $2.6m 0.00% New
16 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 110,737110.7k $2.2m $2.2m 0.00% Reduced -36.8k -36,821
17 Daytona Street Capital LLC 1.83% of their portfolio SAINT LOUIS, MO 109,911109.9k $2.5m $2.5m 1.83% Reduced -41.3k -41,333
18 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 107,200107.2k $2.5m $2.5m 0.00% Added +53.8k +53,800
19 RFG - Bristol Wealth Advisors, LLC 0.59% of their portfolio TAUNTON, MA 104,290104.3k $2.4m $2.4m 0.59% Added +608 +608
20 Pinnacle Holdings, LLC 0.66% of their portfolio TULSA, OK 91,26291.3k $2.1m $2.1m 0.66% Reduced -85 -85
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 74,16474.2k $1.7m $1.7m 0.00% Reduced -9.9k -9,888
22 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 71,84271.8k $1.7m $1.7m 0.01% Added +16.2k +16,247
23 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 71,31871.3k $1.7m $1.7m 0.01% Added +2.7k +2,705
24 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 64,18464.2k $1.5m $1.5m 0.00% Added +3.8k +3,818
25 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 62,23662.2k $1.5m $1.5m 0.00% Added +8.4k +8,416
26 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 53,52253.5k $1.2m $1.2m 0.00% Reduced -5.7k -5,732
27 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 52,62452.6k $1.2m $1.2m 0.00% Reduced -5.0k -5,000
28 RITHOLTZ WEALTH MANAGEMENT 0.02% of their portfolio NEW YORK, NY 52,10752.1k $1.2m $1.2m 0.02% Added +4.9k +4,917
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 44,92544.9k $1.1m $1.1m 0.00% New
30 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 41,80041.8k $977.7k $977.7k 0.00% Added +7.8k +7,800
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 36,50136.5k $853.8k $853.8k 0.00% Reduced -14.2k -14,218
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 34,90934.9k $816.5k $816.5k 0.00% Reduced -1.6k -1,553
33 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 32,78332.8k $766.8k $766.8k 0.00% Added +10.0k +9,964
34 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 32,25832.3k $754.5k $754.5k 0.00% Added +1.3k +1,340
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 31,50531.5k $736.9k $736.9k 0.00% Added +1.1k +1,091
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 30,69330.7k $717.9k $717.9k 0.00% Added +2.9k +2,862
37 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,88029.9k $698.9k $698.9k 0.00% Added +1.0k +1,000
38 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 26,85426.9k $628.1k $628.1k 0.00% Reduced -2.0k -2,033
39 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 22,11922.1k $517.4k $517.4k 0.00% New
40 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 21,40021.4k $500.5k $500.5k 0.00% Added +3.9k +3,900
41 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 19,87719.9k $464.9k $464.9k 0.00% Added +9.7k +9,700
42 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 19,69119.7k $460.6k $460.6k 0.00% Added +5.4k +5,398
43 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,49119.5k $455.9k $455.9k 0.00% Added +1.5k +1,500
44 OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio FORT LAUDERDALE, FL 19,02019.0k $444.9k $444.9k 0.02% New
45 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.03% of their portfolio CANTON, OH 18,81018.8k $440.0k $440.0k 0.03% Added +16 +16
46 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 17,33517.3k $405.5k $405.5k 0.00% Added +1.3k +1,300
47 UBS Group AG 0.00% of their portfolio ZURICH, V8 17,15717.2k $401.3k $401.3k 0.00% Reduced -116.5k -116,518
48 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 15,72715.7k $367.9k $367.9k 0.00% New
49 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 13,89513.9k $325.0k $325.0k 0.00% New
50 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 12,74512.7k $298.1k $298.1k 0.00% New
51 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 12,23212.2k $286.1k $286.1k 0.00% Reduced -1.5k -1,472
52 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 11,20011.2k $262.0k $262.0k 0.00% Unchanged
53 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,9169.9k $231.9k $231.9k 0.00% New
54 Centiva Capital, LP 0.01% of their portfolio New York, NY 9,8539.9k $230.5k $230.5k 0.01% New
55 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 7,9818.0k $186.7k $186.7k 0.00% Added +262 +262
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7,7187.7k $180.5k $180.5k 0.00% Added +4.2k +4,212
57 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 7,5337.5k $176.2k $176.2k 0.00% Added +508 +508
58 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 6,1406.1k $143.6k $143.6k 0.00% Added +5.0k +5,026
59 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 5,6055.6k $131.1k $131.1k 0.00% Unchanged
60 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,4004.4k $102.9k $102.9k 0.00% Unchanged
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,2444.2k $99.3k $99.3k 0.00% Added +3.8k +3,813
62 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 4,2444.2k $99.3k $99.3k 0.00% Reduced -271 -271
63 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,9183.9k $91.8k $91.8k 0.00% Added +87 +87
64 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 3,6153.6k $84.6k $84.6k 0.00% Unchanged
65 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 2,1722.2k $50.8k $50.8k 0.00% Unchanged
66 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,4581.5k $34.1k $34.1k 0.00% Reduced -809 -809
67 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,3711.4k $32.1k $32.1k 0.00% Added +231 +231
68 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,0791.1k $25.0k $25.0k 0.00% Added +1.0k +1,039
69 Center for Financial Planning, Inc. 0.00% of their portfolio SOUTHFIED, MI 1,0001.0k $23.4k $23.4k 0.00% Unchanged
70 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 980980 $22.9k $22.9k 0.00% Unchanged
71 Legal & General Group Plc 0.00% of their portfolio London, X0 862862 $20.2k $20.2k 0.00% Unchanged
72 FMR LLC 0.00% of their portfolio BOSTON, MA 452452 $10.6k $10.6k 0.00% Added +38 +38
73 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 317317 $7.5k $7.5k 0.00% New
74 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 287287 $6.7k $6.7k 0.00% Added +277 +277
75 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 232232 $5.4k $5.4k 0.00% Added +197 +197
76 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 213213 $5.0k $5.0k 0.00% Unchanged
77 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 174174 $4.1k $4.1k 0.00% Reduced -140 -140
78 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 128128 $3.0k $3.0k 0.00% Added +58 +58
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 127127 $3.0k $3.0k 0.00% Reduced -386 -386
80 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 124124 $2.9k $2.9k 0.00% Reduced -44 -44
81 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 118118 $2.8k $2.8k 0.00% New
82 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 107107 $2.5k $2.5k 0.00% New
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5555 $1.3k $1.3k 0.00% Added +26 +26
84 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 4343 $1.0k $1.0k 0.00% Unchanged
85 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3939 $911 $911 0.00% Added +1 +1
86 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 3232 $748 $748 0.00% Added +14 +14
87 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 2626 $608 $608 0.00% Reduced -125 -125
88 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 2424 $562 $562 0.00% New
89 Basecamp Wealth Advisors LLC 0.00% of their portfolio BELLEVUE, WA 1111 $257 $257 0.00% Added +3 +3
90 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 88 $188 $188 0.00% Reduced -2 -2
91 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 44 $94 $94 0.00% Unchanged
92 JPL Wealth Management, LLC 0.00% of their portfolio GREENWOOD VILLAGE, CO 33 $71 $71 0.00% Unchanged
93 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 22 $47 $47 0.00% New
94 Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio SIOUX FALLS, SD 22 $47 $47 0.00% New