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Allworth Financial’s Civista Bancshares CIVB Stock Holding History

Allworth Financial’s Portfolio CIVB Stock Details CIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.35K Buy
296
+94
+47% +$2.38K ﹤0.01% 3830
2026
Q1 		$4.6K Buy
202
+45
+29% +$1.04K ﹤0.01% 4016
2025
Q4 		$3.49K Buy
157
+28
+22% +$619 ﹤0.01% 3907
2025
Q3 		$2.62K Buy
129
+49
+61% +$1.03K ﹤0.01% 3881
2025
Q2 		$1.86K Buy
+80
New +$1.74K ﹤0.01% 3737

Other funds holding CIVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Allworth Financial's CIVB Position: Q2 2026 in Review

Allworth Financial increased its Civista Bancshares (CIVB) stake by 47% in Q2 2026, buying an estimated $2.38K and bringing the position to 296 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3830.

Allworth Financial first reported a position in CIVB in Q2 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

  • Allworth Financial held 296 shares of Civista Bancshares worth $8.35K as of Q2 2026.
  • Allworth Financial bought 94 Civista Bancshares shares in Q2 2026, an estimated $2.38K.
  • Civista Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3830 holding.
  • Allworth Financial first reported a position in Civista Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.