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
Q2 		$437K Buy
15,482
+4,429
+40% +$112K ﹤0.01% 3294
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 $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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Creative Planning's CIVB Position: Q2 2026 in Review

Creative Planning increased its Civista Bancshares (CIVB) stake by 40% in Q2 2026, buying an estimated $112K and bringing the position to 15,482 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #3294.

Creative Planning first reported a position in CIVB in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

  • Creative Planning held 15,482 shares of Civista Bancshares worth $437K as of Q2 2026.
  • Creative Planning bought 4,429 Civista Bancshares shares in Q2 2026, an estimated $112K.
  • Civista Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3294 holding.
  • Creative Planning first reported a position in Civista Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.