Beese Fulmer Investment Management’s Civista Bancshares CIVB Stock Holding History

Beese Fulmer Investment Management’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	$4.41M	Sell	156,384 -5,744	-4%	-$146K	0.25%	71
2026 Q1	$3.69M	Sell	162,128 -1,030	-0.6%	-$23.9K	0.24%	78
2025 Q4	$3.63M	Sell	163,158 -829	-0.5%	-$18.3K	0.24%	78
2025 Q3	$3.33M	Sell	163,987 -2,098	-1%	-$44.1K	0.23%	84
2025 Q2	$3.85M	Sell	166,085 -1,299	-0.8%	-$28.2K	0.29%	75
2025 Q1	$3.27M	Sell	167,384 -9,297	-5%	-$190K	0.28%	69
2024 Q4	$3.72M	Hold	176,681	–	–	0.32%	67
2024 Q3	$3.15M	Sell	176,681 -4,900	-3%	-$82K	0.27%	70
2024 Q2	$2.81M	Sell	181,581 -1,000	-0.5%	-$14.5K	0.26%	72
2024 Q1	$2.81M	Sell	182,581 -3,989	-2%	-$63.9K	0.26%	73
2023 Q4	$3.44M	Sell	186,570 -2,739	-1%	-$43.9K	0.36%	62
2023 Q3	$2.93M	Sell	189,309 -3,200	-2%	-$55.5K	0.33%	67
2023 Q2	$3.35M	Sell	192,509 -1,500	-0.8%	-$23.9K	0.36%	65
2023 Q1	$3.27M	Sell	194,009 -1,250	-0.6%	-$25.9K	0.37%	66
2022 Q4	$4.3M	Sell	195,259 -1,479	-0.8%	-$33.4K	0.52%	57
2022 Q3	$4.08M	Sell	196,738 -7,397	-4%	-$159K	0.55%	55
2022 Q2	$4.34M	Sell	204,135 -2,700	-1%	-$58.5K	0.56%	55
2022 Q1	$4.99M	Sell	206,835 -3,309	-2%	-$80.4K	0.54%	56
2021 Q4	$5.13M	Sell	210,144 -3,280	-2%	-$80.7K	0.53%	55
2021 Q3	$4.96M	Sell	213,424 -5,518	-3%	-$127K	0.56%	52
2021 Q2	$4.84M	Sell	218,942 -4,992	-2%	-$115K	0.55%	53
2021 Q1	$5.14M	Sell	223,934 -9,491	-4%	-$190K	0.62%	53
2020 Q4	$4.09M	Sell	233,425 -3,852	-2%	-$60.9K	0.52%	57
2020 Q3	$2.97M	Sell	237,277 -10,663	-4%	-$145K	0.42%	69
2020 Q2	$3.82M	Sell	247,940 -26,075	-10%	-$379K	0.56%	60
2020 Q1	$4.1M	Sell	274,015 -7,442	-3%	-$150K	0.73%	52
2019 Q4	$6.75M	Sell	281,457 -1,487	-0.5%	-$33K	0.95%	42
2019 Q3	$6.15M	Buy	+282,944	New	+$6.05M	0.92%	39

Other funds holding CIVB

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Beese Fulmer Investment Management's CIVB Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Civista Bancshares (CIVB) stake by 3.5% in Q2 2026, selling an estimated $146K and leaving 156,384 shares worth $4.41M. The position accounts for 0.25% of the portfolio, ranked #71.

Beese Fulmer Investment Management first reported a position in CIVB in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.75M in Q4 2019. 29 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

Beese Fulmer Investment Management held 156,384 shares of Civista Bancshares worth $4.41M as of Q2 2026.
Beese Fulmer Investment Management sold 5,744 Civista Bancshares shares in Q2 2026, an estimated $146K.
Civista Bancshares made up 0.25% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #71 holding.
Beese Fulmer Investment Management first reported a position in Civista Bancshares in Q3 2019 and has held it in 28 quarters since.
Beese Fulmer Investment Management's Civista Bancshares position peaked at $6.75M in Q4 2019.
29 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.