Citizens Community Bancorp Inc.
CZWIFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Citizens Community Bancorp Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 10, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| JPL Wealth Management, LLC | 2026-03-31 | 3 | $60 | SEC filing |
| Farther Finance Advisors, LLC | 2026-03-31 | 168 | $3.39K | SEC filing |
| Allworth Financial LP | 2026-03-31 | 70 | $1.39K | SEC filing |
| RFG - Bristol Wealth Advisors, LLC | 2026-03-31 | 103,682 | $2.05M | SEC filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2026-03-31 | 160,312 | $3.17M | SEC filing |
| Daytona Street Capital LLC | 2026-03-31 | 151,244 | $3.05M | SEC filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 513 | $10.2K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 980 | $19.4K | SEC filing |
| Boston Partners | 2026-03-31 | 234,612 | $4.65M | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 213 | $4.22K | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 35 | $693 | SEC filing |
| State of Wyoming | 2026-03-31 | 415 | $8.22K | SEC filing |
| VICTORY CAPITAL MANAGEMENT INC | 2026-03-31 | 34,000 | $673K | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 38 | $752 | SEC filing |
| AQR CAPITAL MANAGEMENT LLC | 2026-03-31 | 22,819 | $452K | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 346,741 | $6.87M | SEC filing |
| SEI INVESTMENTS CO | 2026-03-31 | 10,177 | $202K | SEC filing |
| PRUDENTIAL FINANCIAL INC | 2026-03-31 | 16,035 | $317K | SEC filing |
| Bank of New York Mellon Corp | 2026-03-31 | 30,918 | $612K | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 204,263 | $4.05M | SEC filing |
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- MetLife Investment Management, LLC: 5,605 shares reported 2025-12-31; 5,605 shares reported 2026-03-31.
- BARCLAYS PLC: 37,077 shares reported 2025-12-31; 28,887 shares reported 2026-03-31.
- FEDERATED HERMES, INC.: 47 shares reported 2025-12-31; 47 shares reported 2026-03-31.
- ROTHSCHILD INVESTMENT LLC: 5 shares reported 2025-12-31; 18 shares reported 2026-03-31.
- &PARTNERS: 11,200 shares reported 2025-12-31; 11,200 shares reported 2026-03-31.
- Pinnacle Holdings, LLC: 91,347 shares reported 2025-12-31; 91,347 shares reported 2026-03-31.
- CWM, LLC: 1,419 shares reported 2025-12-31; 1,590 shares reported 2026-03-31.
- NEW YORK STATE COMMON RETIREMENT FUND: 4,400 shares reported 2025-12-31; 4,400 shares reported 2026-03-31.
- Sterling Capital Management LLC: 546 shares reported 2025-12-31; 314 shares reported 2026-03-31.
- STRS OHIO: 17,500 shares reported 2025-12-31; 17,500 shares reported 2026-03-31.
- GENDELL JEFFREY L: 248,319 shares reported 2025-12-31; 248,319 shares reported 2026-03-31.
- FIRST MANHATTAN CO. LLC.: 57,624 shares reported 2025-12-31; 57,624 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
58 filers have only one report here.
Independent insiders buying near the same time
- 2026-04-30–2026-05-05: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2025-07-31–2025-08-06: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2024-05-31–2024-06-06: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2024-05-06–2024-05-06: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-11-30–2023-11-30: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2023-06-02–2023-06-09: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2023-05-18–2023-05-22: 6 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2023-04-28–2023-05-05: 5 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2022-08-01–2022-08-04: 6 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2021-10-29–2021-11-02: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2021-08-19–2021-08-25: 6 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2021-08-12–2021-08-19: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2021-07-30–2021-08-05: 7 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
- 2021-04-30–2021-05-06: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2021-03-09–2021-03-15: 8 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
- 2021-02-25–2021-03-04: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2021-02-18–2021-02-25: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2021-02-04–2021-02-10: 8 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-18 | FELBER FRANCIS E · Director | Common Stock, par value $0.01 per share | P — Open market or private purchase | +500 | 20.60 | SEC filing |
| 2026-05-18 | MOLL JAMES D · Director | Common Stock, par value $0.01 per share | S — Open market or private sale | −500 | 20.75 | SEC filing |
| 2026-05-18 | MOLL JAMES D · Director | Common Stock, par value $0.01 per share | S — Open market or private sale | −500 | 20.59 | SEC filing |
| 2026-05-18 | MOLL JAMES D · Director | Common Stock, par value $0.01 per share | S — Open market or private sale | −1,000 | 20.50 | SEC filing |
| 2026-05-14 | MOLL JAMES D · Director | Common Stock, par value $0.01 per share | S — Open market or private sale | −100 | 20.98 | SEC filing |
| 2026-05-14 | MOLL JAMES D · Director | Common Stock, par value $0.01 per share | S — Open market or private sale | −1,900 | 20.96 | SEC filing |
| 2026-05-14 | MOLL JAMES D · Director | Common Stock, par value $0.01 per share | S — Open market or private sale | −876 | 21.08 | SEC filing |
| 2026-05-14 | MOLL JAMES D · Director | Common Stock, par value $0.01 per share | S — Open market or private sale | −124 | 21.11 | SEC filing |
Showing 8 of 17 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-02 | Bianchi Stephen M · CEO and President | Common Stock, par value $0.01 per share | M — Exercise or conversion of derivative security | +5,000 | SEC filing |
| 2026-06-02 | Bianchi Stephen M · CEO and President | Common Stock Option (right to buy) | M — Exercise or conversion of derivative security | −5,000 | SEC filing |
| 2026-06-01 | BROUCEK JAMES S · EVP/CFO/Treasurer/Secretary | Common Stock, par value $0.01 per share | M — Exercise or conversion of derivative security | +2,000 | SEC filing |
| 2026-06-01 | BROUCEK JAMES S · EVP/CFO/Treasurer/Secretary | Common Stock Option (right to buy) | M — Exercise or conversion of derivative security | −2,000 | SEC filing |
| 2026-04-20 | Bianchi Stephen M · CEO and President | Common Stock Option (right to buy) | M — Exercise or conversion of derivative security | −5,000 | SEC filing |
| 2026-04-20 | Bianchi Stephen M · CEO and President | Common Stock, par value $0.01 per share | M — Exercise or conversion of derivative security | +5,000 | SEC filing |
| 2026-01-23 | JOHNSON REBECCA · Vice President/Controller | Common Stock Option (right to buy) | M — Exercise or conversion of derivative security | −2,000 | SEC filing |
| 2026-01-23 | JOHNSON REBECCA · Vice President/Controller | Common Stock, par value $0.01 per share | M — Exercise or conversion of derivative security | +2,000 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-09-09 | FELBER FRANCIS E · Director | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | −7,690 | SEC filing |
| 2025-09-09 | FELBER FRANCIS E · Director | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | +3,845 | SEC filing |
| 2024-10-31 | Bertrand William Glen · Other | Common Stock | D — Disposition to the issuer | −246 | SEC filing |
| 2024-08-19 | Friedman Martin S. · 10% owner | Common Stock | D — Disposition to the issuer | −75,000 | SEC filing |
Showing 4 of 4 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.