Creative Planning
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Creative Planning’s Civista Bancshares CIVB Stock Holding History

Creative Planning’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 		$252K Buy
11,053
+1,027
+10% +$23.8K ﹤0.01% 3560
2025
Q4 		$223K Buy
+10,026
New +$222K ﹤0.01% 3468

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

Creative Planning's CIVB Position: Q1 2026 in Review

Creative Planning increased its Civista Bancshares (CIVB) stake by 10% in Q1 2026, buying an estimated $23.8K and bringing the position to 11,053 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

Creative Planning first reported a position in CIVB in Q4 2025 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold CIVB as of Q1 2026.

  • Creative Planning held 11,053 shares of Civista Bancshares worth $252K as of Q1 2026.
  • Creative Planning bought 1,027 Civista Bancshares shares in Q1 2026, an estimated $23.8K.
  • Civista Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3560 holding.
  • Creative Planning first reported a position in Civista Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.