Covestor
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Covestor’s Civista Bancshares CIVB Stock Holding History

Covestor’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
Q3 		$10K Sell
371
-23
-6% -$642 0.01% 1440
2026
Q2 		$11K Sell
394
-77
-16% -$1.95K 0.01% 1495
2026
Q1 		$11K Buy
471
+2
+0.4% +$46 0.01% 1340
2025
Q4 		$10K Buy
469
+29
+7% +$641 0.01% 1561
2025
Q3 		$9K Buy
440
+410
+1,367% +$8.62K 0.01% 1642
2025
Q2 		$1K Sell
30
-59
-66% -$1.28K ﹤0.01% 1952
2025
Q1 		$2K Sell
89
-75
-46% -$1.53K ﹤0.01% 1822
2024
Q4 		$3K Buy
164
+18
+12% +$373 ﹤0.01% 1789
2024
Q3 		$3K Buy
146
+7
+5% +$117 ﹤0.01% 1761
2024
Q2 		$2K Buy
139
+21
+18% +$305 ﹤0.01% 1835
2024
Q1 		$2K Buy
118
+9
+8% +$144 ﹤0.01% 1834
2023
Q4 		$2K Buy
109
+19
+21% +$305 ﹤0.01% 1834
2023
Q3 		$1K Sell
90
-34
-27% -$590 ﹤0.01% 1906
2023
Q2 		$2K Buy
124
+30
+32% +$478 ﹤0.01% 1810
2023
Q1 		$2K Buy
94
+17
+22% +$353 ﹤0.01% 1742
2022
Q4 		$2K Sell
77
-18
-19% -$406 ﹤0.01% 1762
2022
Q3 		$2K Buy
+95
New +$2.05K ﹤0.01% 1686

Other funds holding CIVB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Covestor's CIVB Position: Q3 2026 in Review

Covestor reduced its Civista Bancshares (CIVB) stake by 5.8% in Q3 2026, selling an estimated $642 and leaving 371 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1440.

Covestor first reported a position in CIVB in Q3 2022 and has held it in 17 quarters since. The position peaked at $11K in Q2 2026. 52 funds tracked by Wall St. Rank hold CIVB as of Q3 2026.

  • Covestor held 371 shares of Civista Bancshares worth $10K as of Q3 2026.
  • Covestor sold 23 Civista Bancshares shares in Q3 2026, an estimated $642.
  • Civista Bancshares made up 0.01% of Covestor's portfolio in Q3 2026, its #1440 holding.
  • Covestor first reported a position in Civista Bancshares in Q3 2022 and has held it in 17 quarters since.
  • Covestor's Civista Bancshares position peaked at $11K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Civista Bancshares as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.