Citizens Community Bancorp Inc. has 20 Schedule 13D or 13G filings on record since 2025-08-13. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Andrew Schornack | 9.1% | 878,472 | SCHEDULE 13D/A, 2026-07-29 | 2026-07-27 |
| BlackRock, Inc. | 6.4% | 614,967 | SCHEDULE 13G, 2026-07-27 | 2026-06-30 |
| Manulife Investment Management (US) LLC | 4.96% | 478,545 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Vanguard Capital Management | 4.94% | 477,358 | SCHEDULE 13G/A, 2026-07-31 | 2026-06-30 |
| Martin Friedman | 4.9% | 489,611 | SCHEDULE 13G/A, 2025-08-13 | 2025-06-30 |
| Banc Fund X L.P. | 2.5% | 246,286 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
| Fourthstone LLC | 1.74% | 168,029 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 |
| AllianceBernstein L.P. | 1.5% | 147,558 | SCHEDULE 13G/A, 2026-05-18 | 2026-03-31 |
| Wellington Management Group LLP | 0% | 0 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
Purpose of Transaction (Item 4)
Andrew Schornack
Item 4 of the Statement is hereby amended and restated in its entirety as follows: The Reporting Persons acquired their shares of Common Stock for investment purposes. The Reporting Persons believe the shares are undervalued relative to the Issuer's intrinsic value, long-term earnings potential, and franchise value. The Reporting Persons are experienced community banking operators with a track record of building and growing community banking franchises. The Reporting Persons believe the Issuer possesses an attractive community banking platform with strong deposit-gathering capabilities, disciplined credit management, and favorable market positioning in Wisconsin and Minnesota. The Reporting Persons intend to use their experience to support the Issuer's continued growth and the enhancement of long-term value for all shareholders. The Reporting Persons intend to review their investment in the Issuer on a continuing basis. Depending upon the price and availability of shares of Common Stock, subsequent developments affecting the Issuer, the Issuer's business and prospects, general stock market and economic conditions, tax considerations, and other factors, the Reporting Persons may from time to time acquire additional shares of Common Stock or dispose of shares of Common Stock in open market transactions, privately negotiated transactions, or otherwise. The Reporting Persons have from time to time, and may in the future, engage in discussions with the Issuer's management, …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-07-29; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-13 | Manulife Investment Management (US) LLC | 4.96% | SCHEDULE 13G/A |
| 2025-08-13 | Martin Friedman | 4.9% | SCHEDULE 13G/A |
| 2025-11-14 | Fourthstone LLC | 5.32% | SCHEDULE 13G |
| 2026-02-10 | Wellington Management Group LLP | 7.2% | SCHEDULE 13G |
| 2026-02-13 | Manulife Investment Management (Us) LLC | 5.06% | SCHEDULE 13G |
| 2026-02-13 | Fourthstone LLC | 1.74% | SCHEDULE 13G/A |
| 2026-02-17 | Banc Fund X L.P. | 2.5% | SCHEDULE 13G/A |
| 2026-02-17 | AllianceBernstein L.P. | 5.6% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.41% | SCHEDULE 13G |
| 2026-05-15 | Manulife Investment Management (US) LLC | 5.43% | SCHEDULE 13G |
| 2026-05-18 | AllianceBernstein L.P. | 1.5% | SCHEDULE 13G/A |
| 2026-06-04 | Andrew Schornack | 6.3% | SCHEDULE 13D |
| 2026-06-29 | Andrew Schornack | 7.5% | SCHEDULE 13D/A |
| 2026-07-08 | Andrew Schornack | 9.1% | SCHEDULE 13D/A |
| 2026-07-27 | BlackRock, Inc. | 6.4% | SCHEDULE 13G |
| 2026-07-29 | Andrew Schornack | 9.1% | SCHEDULE 13D/A |
| 2026-07-31 | Vanguard Capital Management | 4.94% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Management Group LLP | 0% | SCHEDULE 13G/A |
| 2026-08-14 | Manulife Investment Management (US) LLC | 4.96% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.