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Ownership

Who owns Citizens Community Bancorp Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Manulife Financial Corporation, Manulife Investment Management Limited, Manulife Investment Management (US) LLC August 14, 2026

Manulife Financial Corporation: 0.0% · 0 shares — Manulife Investment Management Limited: 0.0% · 2,297 shares — Manulife Investment Management (US) LLC: 5.0% · 478,545 shares

Exited (13G) Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP August 13, 2026

Wellington Management Group LLP: 0.0% · 0 shares — Wellington Group Holdings LLP: 0.0% · 0 shares — Wellington Investment Advisors Holdings LLP: 0.0% · 0 shares

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Super investors holding CZWI

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Citizens Community Bancorp Inc. they hold. Together these 309 managers report 845.67% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
BlackRock, Inc. $73.2M 5,166,759 0.00% 53.54% June 30, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE $60.5M 4,304,824 0.05% 44.61% June 30, 2026

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Funds holding CZWI

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 261 funds hold 393.54% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
Small Cap Core Fund $36.2M 1.81% 28.55% April 30, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND $30.7M 0.00% 22.26% June 30, 2026

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