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Coldstream Capital Management’s Civista Bancshares CIVB Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-111
Closed -$2.17K – 1552
2025
Q1 		$2.17K Buy
+111
New +$2.27K ﹤0.01% 2981

Other funds holding CIVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Coldstream Capital Management's CIVB Position: Q2 2025 in Review

Coldstream Capital Management sold out of Civista Bancshares (CIVB) in Q2 2025, closing a stake of 111 shares — an estimated $2.17K sold.

Coldstream Capital Management first reported a position in CIVB in Q1 2025 and held it in 1 quarter. The position peaked at $2.17K in Q1 2025. 129 funds tracked by Wall St. Rank hold CIVB as of Q2 2025.

  • Coldstream Capital Management reported no remaining Civista Bancshares position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 111 Civista Bancshares shares in Q2 2025, an estimated $2.17K.
  • Coldstream Capital Management first reported a position in Civista Bancshares in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Civista Bancshares position peaked at $2.17K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.