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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Caldwell Trust's CIVB Position: Q1 2026 in Review

Caldwell Trust held its Civista Bancshares (CIVB) position steady in Q1 2026 at 1,387 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Caldwell Trust first reported a position in CIVB in Q2 2024 and has held it in 8 quarters since. The position peaked at $32.2K in Q2 2025. 132 funds tracked by Wall St. Rank hold CIVB as of Q1 2026.

  • Caldwell Trust held 1,387 shares of Civista Bancshares worth $31.6K as of Q1 2026.
  • Caldwell Trust left its Civista Bancshares share count unchanged in Q1 2026.
  • Civista Bancshares made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #542 holding.
  • Caldwell Trust first reported a position in Civista Bancshares in Q2 2024 and has held it in 8 quarters since.
  • Caldwell Trust's Civista Bancshares position peaked at $32.2K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.