Carson Wealth (CWM LLC)
CIVB icon

Carson Wealth (CWM LLC)’s Civista Bancshares CIVB Stock Holding History

Carson Wealth (CWM LLC)’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 		$185K Sell
8,121
-128
-2% -$2.96K ﹤0.01% 2798
2025
Q4 		$183K Buy
8,249
+893
+12% +$19.7K ﹤0.01% 2640
2025
Q3 		$149K Buy
7,356
+3,537
+93% +$74.4K ﹤0.01% 2672
2025
Q2 		$89K Buy
3,819
+735
+24% +$16K ﹤0.01% 2821
2025
Q1 		$60K Buy
3,084
+938
+44% +$19.2K ﹤0.01% 2818
2024
Q4 		$45K Buy
2,146
+164
+8% +$3.4K ﹤0.01% 2874
2024
Q3 		$35K Buy
1,982
+775
+64% +$13K ﹤0.01% 2964
2024
Q2 		$19K Buy
1,207
+1,183
+4,929% +$17.2K ﹤0.01% 3137
2024
Q1 		$0 Buy
+24
New +$385 ﹤0.01% 4355

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

Carson Wealth (CWM LLC)'s CIVB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Civista Bancshares (CIVB) stake by 1.6% in Q1 2026, selling an estimated $2.96K and leaving 8,121 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Carson Wealth (CWM LLC) first reported a position in CIVB in Q1 2024 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold CIVB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,121 shares of Civista Bancshares worth $185K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 128 Civista Bancshares shares in Q1 2026, an estimated $2.96K.
  • Civista Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2798 holding.
  • Carson Wealth (CWM LLC) first reported a position in Civista Bancshares in Q1 2024 and has held it in 9 quarters since.
  • 132 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.