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Clearstead Advisors’s Civista Bancshares CIVB Stock Holding History

Clearstead Advisors’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 		– Sell
-2
Closed -$45 – 2361
2025
Q4 		$45 Sell
2
-45
-96% -$994 ﹤0.01% 2620
2025
Q3 		$955 Buy
47
+43
+1,075% +$904 ﹤0.01% 2629
2025
Q2 		$93 Buy
+4
New +$87 ﹤0.01% 2628

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

Clearstead Advisors's CIVB Position: Q1 2026 in Review

Clearstead Advisors sold out of Civista Bancshares (CIVB) in Q1 2026, closing a stake of 2 shares — an estimated $45 sold.

Clearstead Advisors first reported a position in CIVB in Q2 2025 and held it in 3 quarters. The position peaked at $955 in Q3 2025. 132 funds tracked by Wall St. Rank hold CIVB as of Q1 2026.

  • Clearstead Advisors reported no remaining Civista Bancshares position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 2 Civista Bancshares shares in Q1 2026, an estimated $45.
  • Clearstead Advisors first reported a position in Civista Bancshares in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's Civista Bancshares position peaked at $955 in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.