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Citizens Community Bancorp I (CZWI)

CUSIP: 174903104 | NYSE | Financial Services · Banks - Regional | Micro Cap | 178 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AJoseph Schornack878,4729.1%UnchangedJul 27, 2026No 13F filer matched
13G/AManulife Investment Management (US) LLC
with Manulife Investment Management Limited, Manulife Financial Corporation
478,5455.0%Newly reportedJun 30, 2026No 13F filer matched
13G/AWellington Management Group LLP00.0%No shares heldJun 30, 202691d ahead of 13F (593,996 sh) · −593,996
13D/AJoseph Schornack878,472
9.1% of class · Jul 27, 2026Unchanged
No 13F filer matched
13G/AManulife Investment Management (US) LLC478,545
5.0% of class · Jun 30, 2026Newly reported
with Manulife Investment Management Limited, Manulife Financial Corporation
No 13F filer matched
13G/AWellington Management Group LLP0
0.0% of class · Jun 30, 2026No shares held
91d ahead of 13F (593,996 sh) · −593,996

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP408,041
0.0% of portfolio›$8.6M
RFG - Bristol Wealth Advisors, LLC102,195
0.5% of portfolio›$2.2M
Daytona Street Capital LLC84,911
1.3% of portfolio›$1.8M
Bank of New York Mellon Corp33,821
0.0% of portfolio›$714.0K
Strs Ohio32,500
0.0% of portfolio›$686.1K
Commonwealth Equity Services, LLC29,880
0.0% of portfolio›$630.8K
Beese Fulmer Investment Management, Inc.18,808
0.0% of portfolio›$397.0K
MacKenzie Financial Corp12,285
0.0% of portfolio›$259.3K
Wealth Enhancement Advisory Services, LLC9,673
0.0% of portfolio›$207.1K
Citigroup Inc1,054
0.0% of portfolio›$22.3K
Center for Financial Planning, Inc.1,000
0.0% of portfolio›$21.1K
State of Wyoming388
0.0% of portfolio›$8.2K
Gamma Investing LLC203
0.0% of portfolio›$4.3K
Sterling Capital Management LLC159
0.0% of portfolio›$3.4K
Farther Finance Advisors, LLC144
0.0% of portfolio›$3.0K
Parkside Financial Bank & Trust135
0.0% of portfolio›$2.9K
SJS Investment Consulting Inc.77
0.0% of portfolio›$1.6K
IFP Advisors, Inc63
0.0% of portfolio›$1.3K
EverSource Wealth Advisors, LLC49
0.0% of portfolio›$1.0K
Physician Wealth Advisors, Inc.24
0.0% of portfolio›$507
Essential Partners LLC23
0.0% of portfolio›$486
Root Financial Partners, LLC17
0.0% of portfolio›$359
True Wealth Design, LLC11
0.0% of portfolio›$233
GK Wealth Management LLC6
0.0% of portfolio›$126
Provenance Wealth Advisors, LLC5
0.0% of portfolio›$106
Fortitude Family Office, LLC2
0.0% of portfolio›$42
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
408,041$8.6M0.0%IndexLowAustin, TX2026-11-04
RFG - Bristol Wealth Advisors, LLC
102,195$2.2M0.5%ETFLowTaunton, MA2026-10-09
Daytona Street Capital LLC
84,911$1.8M1.3%Deep ValueMediumSaint Louis, MO2026-10-15
Bank of New York Mellon Corp
33,821$714.0K0.0%CoreLowNew York, NY2026-11-05
Strs Ohio
32,500$686.1K0.0%CoreMediumColumbus, OH2026-10-30
Commonwealth Equity Services, LLC
29,880$630.8K0.0%ETFLowWaltham, MA2026-11-02
Beese Fulmer Investment Management, Inc.
18,808$397.0K0.0%CoreLowCanton, OH2026-10-23
MacKenzie Financial Corp
12,285$259.3K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Wealth Enhancement Advisory Services, LLC
9,673$207.1K0.0%CoreLowPlymouth, MN2026-10-13
Citigroup Inc
1,054$22.3K0.0%CoreMediumNew York, NY2026-11-04
Center for Financial Planning, Inc.
1,000$21.1K0.0%ETFLowSouthfied, MI2026-10-26
State of Wyoming
388$8.2K0.0%ValueHighCheyenne, WY2026-10-28
Gamma Investing LLC
203$4.3K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
159$3.4K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
144$3.0K0.0%IndexLowSan Francisco, CA2026-10-08
Parkside Financial Bank & Trust
135$2.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
77$1.6K0.0%ETFVery LowSylvania, OH2026-10-26
IFP Advisors, Inc
63$1.3K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
49$1.0K0.0%CoreMediumBirmingham, AL2026-11-04
Physician Wealth Advisors, Inc.
24$5070.0%ETFMediumMidvale, UT2026-10-20
Essential Partners LLC
23$4860.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
17$3590.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
11$2330.0%ETFMediumAkron, OH2026-10-13
GK Wealth Management LLC
6$1260.0%GARPVery HighReno, NV2026-10-09
Provenance Wealth Advisors, LLC
5$1060.0%ETFLowFort Lauderdale, FL2026-10-30
Fortitude Family Office, LLC
2$420.0%ETFMediumScottsdale, AZ2026-10-14