Welcome to our dedicated page for Citizens Community Bancorp SEC filings (Ticker: CZWI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Citizens Community Bancorp, Inc. filings document the regulatory disclosures of a Maryland bank holding company whose common stock trades on the Nasdaq Global Market under CZWI. Form 8-K reports furnish earnings releases, earnings supplements and presentations for Citizens Community Federal N.A., with disclosures on results of operations, net interest trends, loan and deposit activity, asset and credit quality, profitability and forward-looking statements.
Other filings record board-authorized capital actions, including cash dividends and stock repurchase programs, as well as Regulation FD presentations and director governance events. The definitive proxy statement covers board matters, executive compensation, shareholder voting topics and equity-award disclosures for named executive officers.
Citizens Community Bancorp Inc. (CZWI) announced that its Board of Directors approved a new share repurchase authorization on September 2, 2026. The plan permits repurchases of up to 482,500 shares of common stock through September 1, 2027. This authorization replaces the July 2025 repurchase program, which had allowed up to 499,000 shares and had 112,867 shares still available when it expired on July 23, 2026. Repurchases may be made from time to time on the open market under Exchange Act Rule 10b-18 and may utilize Rule 10b5-1 trading plans. The Board may amend or terminate the authorization at any time, and the company is not obligated to repurchase any shares.
Manulife Financial Corporation, through its investment subsidiaries, reports beneficial ownership of common stock of Citizens Community Bancorp Inc. Manulife Investment Management (US) LLC holds 478,545 shares of common stock, representing 4.96% of the 9,644,112 shares outstanding as of May 6, 2026. Manulife Investment Management Limited holds an additional 2,297 shares, or 0.02% of the class.
Through its parent-subsidiary relationship with these entities, Manulife Financial Corporation may be deemed to share beneficial ownership of these same shares. The filing indicates ownership of 5 percent or less of the issuer’s common stock, with the U.S. and Canadian investment management subsidiaries each holding sole voting and dispositive power over their respective positions.
Citizens Community Bancorp, Inc. received an updated ownership report from Wellington Management Group LLP and affiliated entities. As of June 30, 2026, Wellington reports 0 shares of common stock beneficially owned, representing 0.0% of the class. The group indicates no sole or shared voting power and no sole or shared dispositive power over any Citizens Community Bancorp shares.
The filing notes that any securities previously reported were held of record by clients of various Wellington investment advisers. Those clients, not Wellington itself, have rights to dividends or sale proceeds, and no client is known to hold more than five percent of the common stock class.
Citizens Community Bancorp Inc. director Francis E. Felber purchased 500 shares of common stock on 2026-08-10 at $20.25 per share in an open-market or private transaction. Following this purchase, he holds 25,795 shares directly and 12,690 shares indirectly through a self-directed IRA.
Citizens Community Bancorp Inc. director, CEO and President Stephen M. Bianchi reported purchasing 1,000 shares of common stock on August 10, 2026 at $20.50 per share. The shares were acquired indirectly through his self-directed IRA, bringing that account’s holdings to 54,480 shares, while separate direct holdings total 92,604 shares.
Citizens Community Bancorp, Inc. reported June 30, 2026 total assets of $1,814,309 thousand, with loans receivable of $1,382,975 thousand and deposits of $1,554,417 thousand. Stockholders’ equity was $191,348 thousand on 9,650,231 common shares outstanding.
For the three months ended June 30, 2026, net income attributable to common stockholders was $1,102 thousand (basic and diluted EPS $0.11), compared with $3,270 thousand a year earlier. Six‑month net income was $4,857 thousand versus $6,467 thousand, as the provision for credit losses rose to $5,075 thousand from $1,100 thousand. Net interest income before provision increased to $26,514 thousand for the first half from $24,905 thousand, and the allowance for credit losses on loans grew to $25,899 thousand. The company paid cash dividends of $0.105 per share in the quarter.
Vanguard Capital Management LLC reports its beneficial ownership of Citizens Community Bancorp Inc. common stock. As of June 30, 2026, Vanguard Capital Management and certain affiliates beneficially owned 477,358 shares, representing 4.94% of the outstanding common stock.
The group has sole voting power over 63,982 shares and sole dispositive power over 477,358 shares, with no shared voting or dispositive power. The holdings include securities held by Vanguard funds and managed accounts where Vanguard Capital Management or specified affiliates exercise dispositive and/or voting power. No other individual person has an interest in more than 5% of the class through these holdings.
Citizens Community Bancorp, Inc. reports that a stockholder group including Andrew Schornack, identified in a Schedule 13D/A, requested a seat on the company’s Board of Directors during analyst and investor meetings on July 27, 2026.
The company recently held its Annual Meeting on June 16, 2026, where stockholders elected three Class II directors to terms ending in 2029, and there are currently no Board vacancies. The request will be taken under advisement and considered by the Board’s Governance and Nomination Committee, which may evaluate a nominee under the company’s Corporate Governance Guidelines. The company states there can be no assurance that the committee will recommend, or the Board will approve, any such appointment, and emphasizes that the Board acts consistent with its fiduciary duties in the interests of all stockholders.
Amendment No. 3 to a Schedule 13D reports that a group of individual investors, including Gale Hoese and Andrew, Jill, David, Denise and Joseph Schornack, Jonathan Hoese, Tamara Retka and Noah Retka, beneficially own 878,472.49 shares of Citizens Community Bancorp common stock, or 9.1% of the class, as of July 7, 2026.
They state they acquired the shares for investment, believe the stock is undervalued relative to intrinsic value, long-term earnings potential and franchise value, and describe themselves as experienced community banking operators who see attractive deposit-gathering, credit discipline and regional market positioning in Wisconsin and Minnesota.
The group may buy or sell additional shares and is engaging with management and the board. On July 27, 2026 they discussed potential changes to board composition, including adding their nominees, and they may later propose governance, capitalization, ownership-structure or extraordinary transactions such as a merger, business combination, recapitalization or restructuring.
BlackRock, Inc. reports beneficial ownership of common stock of Citizens Community Bancorp Inc (CZWI) on a Schedule 13G. BlackRock and certain of its business units beneficially own 614,967 shares, representing 6.4% of the outstanding common stock.
BlackRock has sole voting power over 606,334 shares and sole dispositive power over 614,967 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of the total outstanding common shares.