CZWINasdaqSavings Institution, Federally CharteredFiscal year ends December 31
Citizens Community Bancorp Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$21.11−0.11 (-0.52%)
Close on Oct 19, 2026
- Market cap
- $203.65M
- P/E (TTM)
- 16.1
- Dividend yield
- 1.71%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
59.0%
6M of 10M shares
Institutional holders
94
15 new, 6 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
8 buys · 7 sales
Net bought $17.21K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Denise Schornack | 878,472 | 9.10% | 13D (active) amendment | Jul 27, 2026 |
| Gale Hoese | 878,472 | 9.10% | 13D (active) amendment | Jul 7, 2026 |
| Andrew Schornack | 720,987 | 7.50% | 13D (active) amendment | Jun 26, 2026 |
| Wellington Management Group LLP | 691,414 | 7.20% | 13G (passive) | Dec 31, 2025 |
| BlackRock, Inc. | 614,967 | 6.40% | 13G (passive) | Jun 30, 2026 |
| Fourthstone LLC | 525,039 | 5.32% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CZWI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 632,627 | 6.56% | $14.80M | +124,727 | 0.00% |
| Manufacturers Life Insurance Company, The | 480,842 | 4.98% | $11.25M | −3,346 | 0.01% |
| Vanguard Capital Management LLC | 413,376 | 4.28% | $9.67M | −47,845 | 0.00% |
| Dimensional Fund Advisors LP | 376,262 | 3.90% | $8.80M | +29,521 | 0.00% |
| Boston Partners | 281,634 | 2.92% | $6.59M | +47,022 | 0.01% |
| Acadian Asset Management LLC | 281,294 | 2.91% | $6.57K | +26,580 | 0.01% |
| Gendell Jeffrey L | 248,319 | 2.57% | $5.81M | – | 0.05% |
| Geode Capital Management, LLC | 230,737 | 2.39% | $5.40M | +26,474 | 0.00% |
| Banc Funds Co LLC | 195,055 | 2.02% | $4.56M | −11,000 | 0.75% |
| Two Sigma Investments, LP | 159,050 | 1.65% | $3.72M | +84,639 | 0.00% |
| Bridgeway Capital Management, LLC | 158,017 | 1.64% | $3.70M | −2,295 | 0.06% |
| Arrowstreet Capital, Limited Partnership | 147,560 | 1.53% | $3.45M | – | 0.00% |
| rhino investment partners, Inc | 144,034 | 1.49% | $3.37M | −18,278 | 1.02% |
| State Street Corp | 134,310 | 1.39% | $3.14M | +9,819 | 0.00% |
| Mackenzie Financial Corp | 112,055 | 1.16% | $2.62M | New | 0.00% |
| Alliancebernstein L.P. | 110,737 | 1.15% | $2.19M | −36,821 | 0.00% |
| Daytona Street Capital LLC | 109,911 | 1.14% | $2.51M | −41,333 | 1.83% |
| Renaissance Technologies LLC | 107,200 | 1.11% | $2.51M | +53,800 | 0.00% |
| RFG - Bristol Wealth Advisors, LLC | 104,290 | 1.08% | $2.44M | +608 | 0.59% |
| Pinnacle Holdings, LLC | 91,262 | 0.95% | $2.13M | −85 | 0.66% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 94 | 6M | 59.0% | 15 / 42 | 23 / 6 | 1M | 1M |
| Q1 2026 | 86 | 6M | 60.6% | 15 / 31 | 25 / 9 | 1M | 1M |
| Q4 2025 | 81 | 6M | 61.7% | 9 / 33 | 23 / 4 | 1M | 1M |
| Q3 2025 | 76 | 6M | 61.3% | 19 / 22 | 19 / 5 | 1M | 1M |
| Q2 2025 | 63 | 6M | 61.7% | 20 / 21 | 13 / 7 | 1M | 1M |
| Q1 2025 | 50 | 6M | 57.3% | 6 / 18 | 17 / 4 | 0M | 0M |
| Q4 2024 | 48 | 6M | 57.2% | 12 / 15 | 13 / 1 | 1M | 0M |
| Q3 2024 | 38 | 5M | 55.3% | 8 / 11 | 10 / 2 | 0M | 0M |
| Q2 2024 | 33 | 5M | 56.8% | 1 / 12 | 10 / 4 | 0M | 0M |
| Q1 2024 | 36 | 6M | 58.1% | 6 / 11 | 10 / 6 | 1M | 1M |
| Q4 2023 | 36 | 6M | 57.4% | 4 / 10 | 7 / 1 | 0M | 0M |
| Q3 2023 | 34 | 6M | 58.1% | 2 / 10 | 9 / 4 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CZWI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 290,835 | 3.01% | $6.80M | 0.00% | Jun 30, 2026 |
| Regional Bank Fund | 276,200 | 2.86% | $6.08M | 0.63% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 268,519 | 2.78% | $6.28M | 0.01% | Jun 30, 2026 |
| Boston Partners Small Cap Value Fund II | 166,175 | 1.72% | $3.39M | 0.42% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 112,122 | 1.16% | $2.62M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 97,399 | 1.01% | $2.14M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 97,263 | 1.01% | $2.27M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 76,952 | 0.80% | $1.69M | 0.01% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 71,318 | 0.74% | $1.67M | 0.07% | Jun 30, 2026 |
| Omni Small-Cap Value Fund | 52,500 | 0.54% | $1.23M | 0.09% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 50,302 | 0.52% | $1.11M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 47,845 | 0.50% | $976.04K | 0.01% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 42,609 | 0.44% | $937.40K | 0.01% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 38,950 | 0.40% | $794.58K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 32,549 | 0.34% | $761.32K | 0.05% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Stephen M. Bianchi | CEO and President, Director | 147,084 | 1.52% | Aug 10, 2026 |
| James S. Broucek | EVP/CFO/Treasurer/Secretary | 67,410 | 0.70% | Jun 2, 2026 |
| Rebecca Johnson | Vice President/Controller | 19,795 | 0.21% | Jan 26, 2026 |
| Francis E. Felber | Director | 38,485 | 0.40% | Aug 10, 2026 |
| James D. Moll | Director | 44,087 | 0.46% | May 18, 2026 |
| Kathleen Skarvan | Director | 10,651 | 0.11% | May 11, 2026 |
| Timothy L. Olson | Director | 26,684 | 0.28% | May 5, 2026 |
| Michael R. Conner | Director | 15,986 | 0.17% | May 4, 2026 |
| William Glen Bertrand | – | 2,900 | 0.03% | Nov 4, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Stephen M. Bianchi CEO and President, Director | Aug 10, 2026 | Buy | +1,000 | $20.50 | $20.50K | 54,480 |
| Francis E. Felber Director | Aug 10, 2026 | Buy | +500 | $20.25 | $10.13K | 25,795 |
| Stephen M. Bianchi CEO and President, Director | Jun 2, 2026 | Option exercise | +5,000 | $11.00 | $55.00K | 92,604 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Jun 1, 2026 | Option exercise | +2,000 | $13.60 | $27.20K | 24,096 |
| Francis E. Felber Director | May 18, 2026 | Buy | +500 | $20.60 | $10.30K | 21,450 |
| James D. Moll Director | May 18, 2026 | Sale | −500 | $20.59 | $10.30K | 33,463 |
| James D. Moll Director | May 18, 2026 | Sale | −500 | $20.75 | $10.38K | 33,963 |
| James D. Moll Director | May 18, 2026 | Sale | −1,000 | $20.50 | $20.50K | 34,463 |
| James D. Moll Director | May 14, 2026 | Sale | −100 | $20.98 | $2.10K | 35,463 |
| James D. Moll Director | May 14, 2026 | Sale | −1,900 | $20.96 | $39.82K | 36,563 |
| James D. Moll Director | May 14, 2026 | Sale | −876 | $21.08 | $18.47K | 35,687 |
| James D. Moll Director | May 14, 2026 | Sale | −124 | $21.11 | $2.62K | 35,563 |
| Kathleen Skarvan Director | May 8, 2026 | Buy | +300 | $21.20 | $6.36K | 2,050 |
| Kathleen Skarvan Director | May 8, 2026 | Buy | +450 | $21.13 | $9.51K | 1,750 |
| Timothy L. Olson Director | May 5, 2026 | Buy | +1,000 | $20.95 | $20.95K | 26,684 |
| Francis E. Felber Director | May 4, 2026 | Buy | +1,000 | $20.60 | $20.60K | 20,950 |
| Michael R. Conner Director | Apr 30, 2026 | Buy | +1,100 | $20.95 | $23.05K | 15,986 |
| Stephen M. Bianchi CEO and President, Director | Apr 20, 2026 | Option exercise | +5,000 | $11.00 | $55.00K | 87,604 |
| Rebecca Johnson Vice President/Controller | Jan 23, 2026 | Option exercise | +2,000 | $9.62 | $19.24K | 6,954 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Jan 22, 2026 | Award | +1,733 | $18.52 | $32.10K | 22,728 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Jan 22, 2026 | Tax withholding | −632 | $18.52 | $11.70K | 22,096 |
| Stephen M. Bianchi CEO and President, Director | Jan 22, 2026 | Award | +3,325 | $18.52 | $61.58K | 83,830 |
| Stephen M. Bianchi CEO and President, Director | Jan 22, 2026 | Tax withholding | −1,226 | $18.52 | $22.71K | 82,604 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Jan 19, 2026 | Tax withholding | −339 | $18.45 | $6.25K | 20,995 |
| Stephen M. Bianchi CEO and President, Director | Jan 19, 2026 | Tax withholding | −663 | $18.45 | $12.23K | 80,505 |
| Stephen M. Bianchi CEO and President, Director | Nov 5, 2025 | Option exercise | +5,000 | $11.00 | $55.00K | 81,168 |
| Francis E. Felber Director | Sep 9, 2025 | Other | −7,690 | – | – | 0 |
| Francis E. Felber Director | Sep 9, 2025 | Other | +3,845 | – | – | 23,795 |
| Michael R. Conner Director | Aug 6, 2025 | Buy | +1,600 | $15.03 | $24.05K | 14,886 |
| Timothy L. Olson Director | Aug 4, 2025 | Buy | +1,471 | $14.99 | $22.05K | 25,684 |
| Kathleen Skarvan Director | Jul 31, 2025 | Buy | +1,000 | $14.74 | $14.74K | 1,300 |
| Francis E. Felber Director | Jul 31, 2025 | Buy | +3,000 | $14.80 | $44.40K | 19,950 |
| Stephen M. Bianchi CEO and President, Director | Jun 24, 2025 | Option exercise | +3,000 | $11.00 | $33.00K | 76,168 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Jan 27, 2025 | Tax withholding | −283 | $15.91 | $4.50K | 21,334 |
| Stephen M. Bianchi CEO and President, Director | Jan 27, 2025 | Tax withholding | −465 | $15.91 | $7.40K | 73,086 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Jan 23, 2025 | Tax withholding | −953 | $16.09 | $15.33K | 21,617 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Jan 23, 2025 | Award | +2,598 | $16.09 | $41.80K | 22,570 |
| Stephen M. Bianchi CEO and President, Director | Jan 23, 2025 | Award | +4,985 | $16.09 | $80.21K | 75,394 |
| Stephen M. Bianchi CEO and President, Director | Jan 23, 2025 | Tax withholding | −1,843 | $16.09 | $29.65K | 73,551 |
| Stephen M. Bianchi CEO and President, Director | Jan 19, 2025 | Tax withholding | −661 | $16.06 | $10.62K | 70,409 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Jan 19, 2025 | Tax withholding | −337 | $16.06 | $5.41K | 19,972 |
| Rebecca Johnson Vice President/Controller | Jan 19, 2025 | Tax withholding | −175 | $16.06 | $2.81K | 4,954 |
| Stephen M. Bianchi CEO and President, Director | Dec 12, 2024 | Option exercise | +2,000 | $11.00 | $22.00K | 71,070 |
| William Glen Bertrand – | Oct 31, 2024 | Returned to company | −246 | – | – | 2,900 |
| Stephen M. Bianchi CEO and President, Director | Sep 4, 2024 | Buy | +250 | $13.60 | $3.40K | 53,423 |
| Stephen M. Bianchi CEO and President, Director | Aug 23, 2024 | Buy | +323 | $13.42 | $4.33K | 53,173 |
| Martin S. Friedman 10% owner | Aug 19, 2024 | Returned to company | −75,000 | $12.85 | $963.75K | 876,594 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Aug 12, 2024 | Buy | +16 | $12.47 | $200 | 43,136 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Aug 12, 2024 | Buy | +184 | $12.69 | $2.33K | 43,120 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Aug 12, 2024 | Buy | +200 | $12.53 | $2.51K | 42,936 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Aug 7, 2024 | Buy | +200 | $12.17 | $2.43K | 42,736 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | Aug 7, 2024 | Buy | +200 | $12.21 | $2.44K | 42,536 |
| Stephen M. Bianchi CEO and President, Director | Jun 6, 2024 | Buy | +100 | $11.15 | $1.12K | 52,850 |
| James S. Broucek EVP/CFO/Treasurer/Secretary | May 31, 2024 | Buy | +12 | $11.64 | $140 | 42,336 |
| Stephen M. Bianchi CEO and President, Director | May 16, 2024 | Buy | +250 | $11.50 | $2.88K | 52,750 |
| Stephen M. Bianchi CEO and President, Director | May 15, 2024 | Buy | +400 | $11.60 | $4.64K | 69,070 |
| James D. Moll Director | May 6, 2024 | Buy | +200 | $10.88 | $2.18K | 10,624 |
| Timothy L. Olson Director | May 6, 2024 | Buy | +2,000 | $10.94 | $21.88K | 24,213 |
| Stephen M. Bianchi CEO and President, Director | Mar 8, 2024 | Buy | +100 | $12.13 | $1.21K | 68,670 |
| Stephen M. Bianchi CEO and President, Director | Mar 7, 2024 | Buy | +40 | $12.12 | $485 | 68,510 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| James D. Moll Director | May 14, 2026 | 5,000 | $105.68K | May 14, 2026 | Open Market Purchase |