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Caldwell Trust’s Civista Bancshares CIVB Stock Holding History

Caldwell Trust’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 		$39.1K Hold
1,387
– – ﹤0.01% 524
2026
Q1 		$31.6K Hold
1,387
– – ﹤0.01% 542
2025
Q4 		$30.8K Hold
1,387
– – ﹤0.01% 534
2025
Q3 		$28.2K Hold
1,387
– – ﹤0.01% 537
2025
Q2 		$32.2K Hold
1,387
– – ﹤0.01% 515
2025
Q1 		$27.1K Hold
1,387
– – ﹤0.01% 521
2024
Q4 		$29.2K Hold
1,387
– – ﹤0.01% 507
2024
Q3 		$24.7K Hold
1,387
– – ﹤0.01% 535
2024
Q2 		$21.5K Buy
+1,387
New +$20.1K ﹤0.01% 533

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

Caldwell Trust's CIVB Position: Q2 2026 in Review

Caldwell Trust held its Civista Bancshares (CIVB) position steady in Q2 2026 at 1,387 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Caldwell Trust first reported a position in CIVB in Q2 2024 and has held it in 9 quarters since. 149 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

  • Caldwell Trust held 1,387 shares of Civista Bancshares worth $39.1K as of Q2 2026.
  • Caldwell Trust left its Civista Bancshares share count unchanged in Q2 2026.
  • Civista Bancshares made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #524 holding.
  • Caldwell Trust first reported a position in Civista Bancshares in Q2 2024 and has held it in 9 quarters since.
  • 149 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.