Citizens Community Bancorp

CZWI • NASDAQ

Citizens Community Bancorp is a banks - regional company in the financial services sector on NASDAQ, led by Stephen M. Bianchi, with a market cap of $177.2M. As of Q3 2025, 60% of shares are held by 75 institutional investors, with ALLIANCEBERNSTEIN L.P. as the largest holder at 9.03%.

Chairman, President and Chief Executive OfficerStephen M. Bianchi

Market Cap$177.2M

Banks - Regional

Financial Services

Employees232.0

Websiteccf.us

Country

United States of America

Overview

Overview of institutional ownership in CZWI as of Q3 2025 with a market cap of $158.6M

All Institutions

Institutions: 75
Value Held: $94.9M
Shares Held: 5.9M
Avg Position: $1.3M
Median Position: $281.2K

Hedge Funds

Hedge Funds: 9
Value Held: $12.7M
Shares Held: 788.0K
Avg Position: $1.4M
Median Position: $386.5K

Ownership Breakdown

Institutional (non-HF)

51.85%

$82.2M

Hedge Funds

7.98%

$12.7M

Retail & Other

40.17%

$63.7M

Based on market cap of $158.6M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CZWI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$14.3M 0.00% of portfolio	9.03% 891.2K shares	Q4 2018 Held for 6y 11m	$317.45B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$9.0M 0.00% of portfolio	5.66% 559.1K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	$8.4M 1.51% of portfolio	5.32% 525.0K shares	Q3 2024 Held for 1y 2m	$557.6M
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$7.9M 0.01% of portfolio	4.99% 492.8K shares	Q2 2018 Held for 7y 5m	$120.17B
B BlackRock, Inc. Institution	-	$7.0M 0.00% of portfolio	4.44% 438.1K shares	Q1 2017 Held for 8y 8m	$5.67T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$5.3M 0.00% of portfolio	3.33% 329.2K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$5.0M 0.00% of portfolio	3.14% 309.6K shares	Q1 2018 Held for 7y 8m	$571.21B
G GENDELL JEFFREY L Institution	-	$4.0M 0.07% of portfolio	2.52% 248.3K shares	Q3 2014 Held for 11y 2m	$5.5B
B BANC FUNDS CO LLC Institution	-	$4.0M 0.96% of portfolio	2.50% 246.3K shares	Q1 2018 Held for 7y 8m	$411.3M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$3.6M 0.00% of portfolio	2.25% 221.9K shares	Q3 2016 Held for 9y 2m	$1.57T

Net Capital Flow

Institutional buying and selling activity for CZWI in Q3 2025

Traded: +$818.9K
Buyers: 42
Sellers: 22
Total Bought: +$12.6M
Total Sold: −$11.8M
Avg Position: $1.2M

Biggest Buyers

Institution	Net Bought	Current Position
Fourthstone LLC Hedge Fund•Long/Short	+$4.4M +272.2K shares	$8.4M 525.0K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$3.1M +196.0K shares	$5.0M 309.6K shares
UBS Group AG Institution	+$979.5K +60.9K shares	$1.2M 75.9K shares
B BlackRock, Inc. Institution	+$666.5K +41.5K shares	$7.0M 438.1K shares
H HSBC HOLDINGS PLC Institution	+$469.0K +29.3K shares	$469.0K 29.3K shares
AMERIPRISE FINANCIAL INC Institution	+$427.1K +26.6K shares	$427.1K 26.6K shares
BARCLAYS PLC Institution	+$262.1K +16.3K shares	$574.6K 35.8K shares
A Advisor Group Holdings, Inc. Institution	+$242.4K +15.0K shares	$290.8K 18.0K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$225.5K +14.0K shares	$225.5K 14.0K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$225.4K +14.0K shares	$225.4K 14.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
FJ Capital Management LLC Hedge Fund•Long/Short	−$5.3M −383.7K shares	Sold Off 0 shares
B BANC FUNDS CO LLC Institution	−$2.7M −165.7K shares	$4.0M 246.3K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$1.1M −68.2K shares	$14.3M 891.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$505.4K −36.6K shares	Sold Off 0 shares
R ROYCE & ASSOCIATES LLC Institution	−$370.6K −23.1K shares	$1.4M 88.9K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	−$330.8K −20.6K shares	$2.5M 156.3K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$316.2K −19.7K shares	$473.2K 29.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$252.4K −15.7K shares	$332.6K 20.7K shares
N Nuveen, LLC Institution	−$171.4K −12.4K shares	Sold Off 0 shares
Black Maple Capital Management LP Hedge Fund•Multi-Strategy	−$132.6K −8.3K shares	$327.5K 20.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CZWI in Q3 2025

New Positions: 12
New Value: $1.4M
Exited Positions: 5
Exited Value: $6.2M

New Positions

Institution	Position Value
H HSBC HOLDINGS PLC Institution	$469.0K 29.3K shares
AMERIPRISE FINANCIAL INC Institution	$427.1K 26.6K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$225.5K 14.0K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$225.4K 14.0K shares
CWM, LLC RIA/Wealth	$19.8K 1.2K shares
SRS Capital Advisors, Inc. RIA/Wealth	$8.1K 505.0 shares
C Covestor Ltd Institution	$1.0K 52.0 shares
Hanson McClain, Inc. RIA/Wealth	$740.0 46.0 shares
E EverSource Wealth Advisors, LLC RIA/Wealth	$289.0 18.0 shares
True Wealth Design, LLC RIA/Wealth	$177.0 11.0 shares

Exited Positions

Institution	Previous Position
FJ Capital Management LLC Hedge Fund•Long/Short	$5.3M 383.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$505.4K 36.6K shares
N Nuveen, LLC Institution	$171.4K 12.4K shares
FMR LLC Institution	$121.4K 8.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$110.0K 8.0K shares

Options Activity

Institutions with the largest Call and Put options positions in CZWI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CZWI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	1.51% $8.4M	5.32% 525.0K shares	Q3 2024 Held for 1y 2m	$557.6M
B BANC FUNDS CO LLC Institution	-	0.96% $4.0M	2.50% 246.3K shares	Q1 2018 Held for 7y 8m	$411.3M
Pinnacle Holdings, LLC RIA/Wealth	David Monroe Poarch Managing Partner	0.60% $1.5M	0.93% 91.3K shares	Q1 2017 Held for 8y 8m	$246.2M
RFG - Bristol Wealth Advisors, LLC RIA/Wealth	Louis Michael Ricciardi CEO	0.41% $1.4M	0.90% 89.0K shares	Q4 2024 Held for 11 months	$346.3M
Black Maple Capital Management LP Hedge Fund•Multi-Strategy	Robert James Barnard CEO	0.24% $327.5K	0.21% 20.4K shares	Q3 2024 Held for 1y 2m	$138.0M
G GENDELL JEFFREY L Institution	-	0.07% $4.0M	2.52% 248.3K shares	Q3 2014 Held for 11y 2m	$5.5B
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.05% $2.5M	1.58% 156.3K shares	Q3 2014 Held for 11y 2m	$4.7B
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	David Khabie-Zeitoune CEO	0.03% $386.5K	0.24% 24.1K shares	Q2 2025 Held for 5 months	$1.1B
B BEESE FULMER INVESTMENT MANAGEMENT, INC. Institution	-	0.02% $301.8K	0.19% 18.8K shares	Q3 2019 Held for 6y 2m	$1.4B
R ROYCE & ASSOCIATES LLC Institution	-	0.01% $1.4M	0.90% 88.9K shares	Q4 2021 Held for 3y 11m	$10.0B

Hedge Fund Spotlight

Discover hedge funds investing in CZWI

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Citizens Community Bancorp

Market Value: $225.5K
Shares Held: 14.0K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%