Welcome to our dedicated page for Citizens Community Bancorp SEC filings (Ticker: CZWI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Citizens Community Bancorp, Inc. (CZWI) files a range of documents with the U.S. Securities and Exchange Commission as a Nasdaq-listed bank holding company. These filings include current reports on Form 8-K, which the company uses to furnish quarterly earnings releases, earnings supplements, investor presentations and other material events such as stock repurchase program approvals, debt redemptions and annual meeting voting results.
Form 8-K filings cited in recent disclosures show how Citizens Community Bancorp reports its financial results for specific quarters and year-to-date periods, and how it communicates board decisions on share repurchase programs and the redemption of subordinated notes. Other 8-K filings document matters submitted to a vote of stockholders, including the election of directors, ratification of the independent registered public accounting firm and advisory votes on executive compensation.
On Stock Titan’s CZWI SEC filings page, users can access these regulatory documents as they are made available through the EDGAR system. AI-powered summaries help explain the key points of lengthy filings, such as the main drivers of quarterly performance described in earnings releases or the scope of a newly authorized stock repurchase program. For investors monitoring governance and compensation, filings related to the annual meeting and advisory votes provide additional context.
In addition to current reports, investors may consult Citizens Community Bancorp’s periodic reports, such as annual reports on Form 10-K and quarterly reports on Form 10-Q, for comprehensive financial statements, segment information, risk factors and management’s discussion and analysis. Stock Titan’s tools surface new CZWI filings in real time and apply AI analysis so readers can quickly understand the implications of complex regulatory disclosures.
Citizens Community Bancorp, Inc. reported a planned board transition. Director Michael L. Swenson, who has served on the Board since May 2011, notified the company on April 14, 2026 that he will remain a director until the 2026 annual meeting of stockholders on June 16, 2026, but does not plan to stand for re-election. The company states that his decision is not due to any disagreement with the company.
Citizens Community Bancorp Inc/WI: The Vanguard Group filed Amendment No. 2 to a Schedule 13G/A reporting 0 shares beneficially owned, representing 0% of Common Stock. The filing explains an internal realignment and the disaggregated reporting of certain Vanguard subsidiaries in accordance with SEC Release No. 34-39538.
Citizens Community Bancorp, Inc., the holding company for Citizens Community Federal N.A., filed its annual report describing a community banking business focused on Wisconsin and Minnesota. As of December 31, 2025, the company had $1.782 billion in total assets, $1.524 billion in deposits and $187.9 million in equity.
The loan portfolio totaled $1.343 billion, led by commercial and agricultural real estate, with smaller exposures to C&I, residential mortgages and consumer loans. Management highlights extensive regulation, capital and liquidity frameworks, and membership in the NASDAQ Global Market and Russell 3000® Index. Key risks discussed include economic conditions in its upper Midwest markets, inflation, interest rate and credit risk, cybersecurity, competition (including fintech and stablecoins), climate change, regulatory change and dependence on key personnel and technology.
AllianceBernstein L.P. has filed an amended Schedule 13G reporting beneficial ownership of 543,075 shares of Citizens Community Bancorp Inc. common stock, representing 5.6% of the class as of the event date.
AllianceBernstein has sole power to vote and dispose of all 543,075 shares and no shared voting or dispositive power. The shares were acquired solely for investment purposes on behalf of client discretionary investment advisory accounts and are stated as not being held to change or influence control of the issuer.
The Banc Funds Company, L.L.C., doing business as 1st and Main Growth Partners, filed an amended Schedule 13G reporting beneficial ownership of 246,286 shares of Citizens Community Bancorp, Inc. common stock, representing 2.5% of the class. The filing shows sole voting and dispositive power over these 246,286 shares and no shared power. Affiliated entities Banc Fund IX L.P., TBFC Financial Technologies Fund L.P., and BANC FUNDS CO LLC each report zero shares and 0% ownership. The reporting persons state the securities are not held for the purpose of changing or influencing control of the issuer.
Fourthstone LLC and related investment funds reported a passive ownership stake in Citizens Community Bancorp Inc. The group beneficially owns 168,029 shares of common stock, representing 1.74% of the company. All voting and dispositive power over these shares is shared, with no sole authority reported.
The percentages are based on 9,659,745 common shares outstanding as of November 4, 2025, from the issuer’s Form 10-Q. The filing is on Schedule 13G/A, indicating the position was acquired and is held in the ordinary course of business, without the purpose or effect of changing or influencing control of the bank.
Manulife-affiliated investment managers report a significant ownership stake in Citizens Community Bancorp Inc. Manulife Investment Management (US) LLC holds 488,509 shares of Citizens Community common stock, representing 5.06% of the class. Manulife Investment Management Limited holds 1,984 shares, or 0.02%.
The filing states that Manulife Financial Corporation, as the indirect parent of these subsidiaries, may be deemed to beneficially own the same shares. The percentages are based on 9,659,745 Citizens Community common shares outstanding as of November 4, 2025, as reported in the issuer’s Form 10-Q.
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.
Citizens Community Bancorp, Inc. filed a current report describing an upcoming investor outreach event. Chairman, President & CEO Stephen Bianchi and CFO James S. Broucek will meet with institutional investors at the 2026 CEO Forum hosted by Janney Montgomery Scott in Scottsdale, Arizona on February 4–5, 2026. During the forum, management will give a presentation on matters affecting the Company and its operating results.
The investor presentation is furnished as Exhibit 99.1 and is provided under Regulation FD, meaning it is intended to give fair public disclosure of the information shared at the conference. The Company also includes extensive cautionary language that the presentation and this report may contain forward-looking statements subject to numerous economic, financial, regulatory, geopolitical and operational risks, and refers readers to prior Form 10‑K and Form 10‑Q risk factor sections for more detail. The furnished materials are explicitly not deemed filed for liability purposes or automatically incorporated into other securities filings.
Citizens Community Bancorp vice president and controller Rebecca Johnson exercised a stock option for 2,000 shares of common stock on 01/23/2026 at an exercise price of $9.62 per share. The option, originally granted under the company’s 2008 Equity Incentive Plan, covered common stock with a par value of $0.01 per share.
Following the transaction, Johnson held 6,954 shares of Citizens Community Bancorp common stock directly and 12,841 shares indirectly through the Citizens Community Federal 401(k) Profit Sharing Plan. The exercised option position was reduced to zero derivative securities beneficially owned after this transaction.