Company Analysis

Citizens Community Bancorp, Inc. (CZWI)

Nasdaq: CZWI · Savings Institution, Federally Chartered · Eau Claire, WI · filing with the SEC since 2006
Grade4.3
◀ Past 3.9● Present 5.6▶ Future 2.9

Who owns Citizens Community Bancorp, Inc.

As filed with the SEC
Holders of 5% or more
2
Gale Hoese holds 9.1% of Common Stock, as its SCHEDULE 13D/A filed Jul 29, 2026 says.
Directors and officers
8
report now, of 17 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Gale Hoese
SCHEDULE 13D/A · filed Jul 29, 2026 · Common Stock · 9.1% in Jul 8, 2026
9.1%
Blackrock, Inc.
6.4%
Manulife Financial Corp.
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock · reported falling below 5%, from 5.43% in May 15, 2026
under 5%
Vanguard Capital Management
SCHEDULE 13G/A · filed Jul 31, 2026 · Common Stock · reported falling below 5%, from 5.41% in Apr 29, 2026
under 5%
Martin Friedman
SCHEDULE 13G/A · filed Aug 13, 2025 · Common Stock · reported falling below 5%, from 6.47% in Feb 6, 2025
under 5%
Banc Fund X L.P.
SCHEDULE 13G/A · filed Feb 17, 2026 · COMMON STOCK · reported falling below 5%
under 5%
Fourthstone LLC
SCHEDULE 13G/A · filed Feb 13, 2026 · Common Stock, par value $0.01 per share · reported falling below 5%, from 5.32% in Nov 14, 2025
under 5%
AllianceBernstein L.P.
SCHEDULE 13G/A · filed May 18, 2026 · Common Stock · reported falling below 5%, from 5.6% in Feb 17, 2026
under 5%
Wellington Management Group LLP
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock · reported falling below 5%, from 7.2% in Feb 10, 2026
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
under 5%
What CZWI reports owning in othersstakes of 5% or more, and other ties
Citizens Community Bancorp, Inc. reports no stake in another company in the record.
Insider tradesForm 4
7sales
8purchases
0sales on a scheduled plan
1people selling
$100,000sold, in dollars
$100,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 20 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Moll James Ddirector7$100,00000$0
Felber Francis Edirector0$003$0
Skarvan Kathleendirector0$002$0
Bianchi Stephen MCEO and President0$001$0
Olson Timothy Ldirector0$001$0
Conner Michael Rdirector0$001$0
SI Assistanton CZWI · research, not advice