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5%+ stakes · Schedule 13D and 13G

Citizens Community Bancorp Inc.: 5%+ holders

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Who has reported owning 5% or more of Citizens Community Bancorp Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 7, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Citizens Community Bancorp Inc. The largest reported stake is Andrew Schornack's, at 9.1%. 20 filings are on record since August 13, 2025 (Schedule 13D/A, July 29, 2026).

Manulife Financial Corporation also filed stake reports on 12 other companies ↓

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Key facts

  • · Reporting person: Manulife Financial Corporation · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
  • · Reporting person: Wellington Management Group LLP · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-13
  • · Reporting person: Vanguard Capital Management · Sole voting: 63,982 · Shared voting: 0 · Sole dispositive: 477,358 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-31
  • · Reporting person: Gale Hoese · Sole voting: 700,000 · Shared voting: 0 · Sole dispositive: 700,000 · Shared dispositive: 0 · SCHEDULE 13D/A, 2026-07-29
  • · Reporting person: BlackRock, Inc. · Sole voting: 606,334 · Shared voting: 0 · Sole dispositive: 614,967 · Shared dispositive: 0 · SCHEDULE 13G, 2026-07-27
At 5% or more2
Filings20
Latest filing2026-08-14

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

HolderPercentSharesLatestEvent date
9.1%878,472SCHEDULE 13D/A, 2026-07-292026-07-27
BlackRock, Inc.6.4%614,967SCHEDULE 13G, 2026-07-272026-06-30
Manulife Investment Management (US) LLC4.96%478,545SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Capital Management4.94%477,358SCHEDULE 13G/A, 2026-07-312026-06-30
4.9%489,611SCHEDULE 13G/A, 2025-08-132025-06-30
Banc Fund X L.P.2.5%246,286SCHEDULE 13G/A, 2026-02-172025-12-31
Fourthstone LLC1.74%168,029SCHEDULE 13G/A, 2026-02-132025-12-31
AllianceBernstein L.P.1.5%147,558SCHEDULE 13G/A, 2026-05-182026-03-31
Wellington Management Group LLP0%0SCHEDULE 13G/A, 2026-08-132026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13

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More on Citizens Community Bancorp Inc. and the records around it.

Citizens Community Bancorp Inc. elsewhere on the record

Companies that share a holder

Want the whole picture on Citizens Community Bancorp Inc.?

Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

A Full Report on Citizens Community Bancorp Inc.: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on Citizens Community Bancorp Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    21 cited sources found

Plus the sections for what you are deciding, which you pick after ordering.

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Gale Hoese700,0000700,0000SCHEDULE 13D/A, 2026-07-29
Andrew Schornack21,048021,0480SCHEDULE 13D/A, 2026-07-29
Jill Schornack13,952013,9520SCHEDULE 13D/A, 2026-07-29
David Schornack84,57327084,573270SCHEDULE 13D/A, 2026-07-29
Denise Schornack1,3052701,305270SCHEDULE 13D/A, 2026-07-29
Jonathan Hoese40,000040,0000SCHEDULE 13D/A, 2026-07-29
Tamara Retka8,31208,3120SCHEDULE 13D/A, 2026-07-29
Noah Retka5,50005,5000SCHEDULE 13D/A, 2026-07-29
Joseph Schornack3,51203,5120SCHEDULE 13D/A, 2026-07-29
BlackRock, Inc.606,3340614,9670SCHEDULE 13G, 2026-07-27
Manulife Financial Corporation0000SCHEDULE 13G/A, 2026-08-14
Manulife Investment Management Limited2,29702,2970SCHEDULE 13G/A, 2026-08-14
Manulife Investment Management (US) LLC478,5450478,5450SCHEDULE 13G/A, 2026-08-14
Vanguard Capital Management63,9820477,3580SCHEDULE 13G/A, 2026-07-31
Wellington Management Group LLP0000SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP0000SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP0000SCHEDULE 13G/A, 2026-08-13

The latest filing identifies Citizens Community Bancorp Inc. by CUSIP 174903104 and gives its principal executive office as 2174 Eastridge Center, Eau Claire, WI 54701 (SCHEDULE 13G/A, 2026-08-14).

What the percentages are based on

Of the 9,644,112 shares of Common Stock outstanding as of May 6, 2026, according to the Form 10-K filed by the issuer with the Securities and Exchange Commission on May 6, 2026 MIM (US) held 4.96% and MIML held 0.02%.Manulife Investment Management (US) LLC, SCHEDULE 13G/A, 2026-08-14

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

FiledHolderPercentFiling
2025-08-13Manulife Investment Management (US) LLC4.96%SCHEDULE 13G/A
2025-08-13Martin Friedman4.9%SCHEDULE 13G/A
2025-11-14Fourthstone LLC5.32%SCHEDULE 13G
2026-02-10Wellington Management Group LLP7.2%SCHEDULE 13G
2026-02-13Manulife Investment Management (Us) LLC5.06%SCHEDULE 13G
2026-02-13Fourthstone LLC1.74%SCHEDULE 13G/A
2026-02-17Banc Fund X L.P.2.5%SCHEDULE 13G/A
2026-02-17AllianceBernstein L.P.5.6%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.41%SCHEDULE 13G
2026-05-15Manulife Investment Management (US) LLC5.43%SCHEDULE 13G
2026-05-18AllianceBernstein L.P.1.5%SCHEDULE 13G/A
2026-06-04Andrew Schornack6.3%SCHEDULE 13D
2026-06-29Andrew Schornack7.5%SCHEDULE 13D/A
2026-07-08Andrew Schornack9.1%SCHEDULE 13D/A
2026-07-27BlackRock, Inc.6.4%SCHEDULE 13G
2026-07-29Andrew Schornack9.1%SCHEDULE 13D/A
2026-07-31Vanguard Capital Management4.94%SCHEDULE 13G/A
2026-08-13Wellington Management Group LLP0%SCHEDULE 13G/A
2026-08-14Manulife Investment Management (US) LLC4.96%SCHEDULE 13G/A

Questions about who owns Citizens Community Bancorp Inc.

Who owns Citizens Community Bancorp Inc.?

On this page, 2 holders' latest ownership filings report 5% or more of Citizens Community Bancorp Inc.: Andrew Schornack (9.1%, Schedule 13D/A, filed 2026-07-29) and BlackRock, Inc. (6.4%, Schedule 13G, filed 2026-07-27).

Who are the largest shareholders of Citizens Community Bancorp Inc.?

By the share each holder's latest filing reports, the largest holders of Citizens Community Bancorp Inc. on this page are Andrew Schornack (9.1%) and BlackRock, Inc. (6.4%).

When did Andrew Schornack buy into Citizens Community Bancorp Inc.?

The filings give report dates, not purchase dates. The earliest filing from Andrew Schornack on this page is the Schedule 13D, filed 2026-06-04, reporting 6.3%; its latest, Schedule 13D/A filed 2026-07-29, reports 9.1%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 20 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Citizens Community Bancorp Inc.

DateRecordFigureOur pageSource
April 16, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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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.

Cite this page

Permanent URL: https://mentionfox.com/stakes/citizens-community-bancorp
Last updated 2026-11-07
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Citizens Community Bancorp Inc.? 2 holders at 5% or more, largest Andrew Schornack 9.1%. MentionFox, 2026-11-07. https://mentionfox.com/stakes/citizens-community-bancorp