STOCK TITAN

Wellington discloses 7.2% Citizens Community stake (NASDAQ: CZWI)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Wellington Management Group LLP and its affiliates filed a Schedule 13G reporting beneficial ownership of 691,414 shares of Citizens Community Bancorp, Inc. common stock, representing 7.2% of the class.

The filing shows Wellington entities with shared power to vote and dispose of these shares, and no sole voting or dispositive power. The securities are owned of record by clients of Wellington investment advisers, who are entitled to dividends and sale proceeds. Wellington certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Citizens Community Bancorp.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What stake does Wellington hold in Citizens Community Bancorp (CZWI)?

Wellington-related entities report beneficial ownership of 691,414 shares of Citizens Community Bancorp common stock, equal to 7.2% of the class. This stake is reported on a passive Schedule 13G filing for regulatory disclosure purposes.

Which Wellington entities are reporting ownership in CZWI stock?

The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons, each tied to the same 691,414 shares of Citizens Community Bancorp common stock.

Does Wellington have sole or shared voting power over CZWI shares?

Wellington entities report 0 shares with sole voting power and 691,414 shares with shared voting power. They likewise report shared dispositive power over 691,414 shares and no sole dispositive power, reflecting a coordinated institutional holding structure.

Who ultimately benefits from Wellington’s CZWI share holdings?

The securities are owned of record by clients of Wellington investment advisers. These clients have the right to receive dividends and sale proceeds. No individual client is known to hold more than five percent of the Citizens Community Bancorp common stock class.

Is Wellington’s CZWI position intended to influence company control?

Wellington certifies the CZWI shares were acquired and are held in the ordinary course of business and not for changing or influencing control of Citizens Community Bancorp, nor in connection with any transaction having that control-related purpose or effect.

What type of securities has Wellington reported for CZWI?

The filing covers Citizens Community Bancorp, Inc. common stock, identified by CUSIP 174903104. Wellington’s reported 691,414 shares reflect a passive institutional investment position rather than a different security class such as preferred stock or debt.
Citizens Community Bancorp

NASDAQ:CZWI

CZWI Rankings

CZWI Latest News

CZWI Latest SEC Filings

CZWI Stock Data

174.26M
8.96M
Banks - Regional
Savings Institution, Federally Chartered
Link
United States
EAU CLAIRE