$CZWI

$23.73 +$1.04 (4.58%) Close

$CZWI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 9.7M shares outstanding

Who owns CZWI?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 296.9%

BlackRock, Inc. 53.5% · Manufacturers Life Insurance Company, The 44.6%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

232

-6 vs last qtr

Net shares bought

−2.6M

by institutions in Q2 2026

New / sold out

33 / 39

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Balyasny Asset Management L.P. +930.7K
Woodline Partners LP NEW +816.6K

Biggest sellers in Q2 2026

FMR LLC −1.9M
Neuberger Berman Group LLC −1.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$106K

1 notice from 1 person

Shares covered

5.0K

0.05% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Moll James D Director $106K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+89.0%

+7.33% a year

Each share's claim on the business

−47.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$25.1M vs $841K

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years34% 3–5 years21% 1–3 years25% Under 1 year21%

Quarterly turnover

18.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CZWI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	5.2M	53.54%	+587.1K (+12.8%)	≤2021	0.0%
Shares held by quarter Peak holding5.2M (Q2'26) Change over 8 quarters+2.8M Share of the company53.540% BlackRock, Inc.'s full portfolio →
ML Manufacturers Life Insurance Company, The	4.3M	44.61%	+462.7K (+12.0%)	≤2021	0.1%
Shares held by quarter Peak holding4.3M (Q2'26) Change over 8 quarters+2.3M Share of the company44.610% Manufacturers Life Insurance Company, The's full portfolio →

BlackRock, Inc.

5.2M

% of company

53.54%

Change vs last qtr

+587.1K (+12.8%)

Held since

≤2021

Manufacturers Life Insurance Company, The

4.3M

% of company

44.61%

Change vs last qtr

+462.7K (+12.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Citizens Community Bancorp Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CZWI on Form N-PORT; together they hold 346.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SC Small Cap Core Fund John Hancock Investment Trust	$37.7M	2.9M	30.37%	1.94%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$30.7M	2.1M	22.26%	0.00%	June 30, 2026

Small Cap Core Fund

John Hancock Investment Trust

Position value

$37.7M

% of company

30.37%

% of the fund

1.94%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$30.7M

% of company

22.26%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Citizens Community Bancorp Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AS Andrew Schornack 5%+ holder 13D · 9.1%	878.5K	9.10%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.100% Disclosed stake13D · 9.1% View the 13D/G filing →
JR Johnson Rebecca Insider	15.0K	0.16%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.160% Johnson Rebecca's insider activity →

Andrew Schornack

5%+ holder13D · 9.1%

878.5K

% of company

9.10%

Change vs last qtr

—

Held since

—

Johnson Rebecca

Insider

15.0K

% of company

0.16%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Citizens Community Bancorp Inc.

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