CWS Financial Advisors’s Civista Bancshares CIVB Stock Holding History

CWS Financial 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 Q2	$646K	Hold	22,877	–	–	0.14%	86
2026 Q1	$521K	Hold	22,877	–	–	0.13%	94
2025 Q4	$508K	Hold	22,877	–	–	0.14%	91
2025 Q3	$465K	Hold	22,877	–	–	0.13%	91
2025 Q2	$531K	Hold	22,877	–	–	0.15%	79
2025 Q1	$447K	Hold	22,877	–	–	0.14%	82
2024 Q4	$481K	Hold	22,877	–	–	0.16%	74
2024 Q3	$408K	Sell	22,877 -1,000	-4%	-$16.7K	0.14%	78
2024 Q2	$370K	Hold	23,877	–	–	0.15%	77
2024 Q1	$367K	Buy	23,877 +161	+0.7%	+$2.58K	0.15%	77
2023 Q4	$437K	Sell	23,716 -2,000	-8%	-$32.1K	0.16%	96
2023 Q3	$399K	Sell	25,716 -1,000	-4%	-$17.4K	0.16%	100
2023 Q2	$465K	Hold	26,716	–	–	0.18%	90
2023 Q1	$451K	Hold	26,716	–	–	0.18%	88
2022 Q4	$613K	Hold	26,716	–	–	0.26%	64
2022 Q3	$555K	Hold	26,716	–	–	0.27%	65
2022 Q2	$568K	Hold	26,716	–	–	0.26%	72
2022 Q1	$644K	Hold	26,716	–	–	0.24%	72
2021 Q4	$652K	Buy	+26,716	New	+$657K	0.23%	72
2021 Q2	$590K	Hold	26,716	–	–	0.24%	70
2021 Q1	$613K	Sell	26,716 -2,500	-9%	-$50.2K	0.26%	64
2020 Q4	$512K	Sell	29,216 -4,784	-14%	-$75.6K	0.3%	65
2020 Q3	$426K	Hold	34,000	–	–	0.28%	71
2020 Q2	$524K	Hold	34,000	–	–	0.38%	59
2020 Q1	$816K	Sell	34,000 -544	-2%	-$10.9K	0.6%	20
2019 Q4	$829K	Buy	+34,544	New	+$767K	0.6%	19

Other funds holding CIVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

CWS Financial Advisors's CIVB Position: Q2 2026 in Review

CWS Financial Advisors held its Civista Bancshares (CIVB) position steady in Q2 2026 at 22,877 shares worth $646K. The position accounts for 0.14% of the portfolio, ranked #86.

CWS Financial Advisors first reported a position in CIVB in Q4 2019 and has held it in 26 quarters since. The position peaked at $829K in Q4 2019. 150 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

CWS Financial Advisors held 22,877 shares of Civista Bancshares worth $646K as of Q2 2026.
CWS Financial Advisors left its Civista Bancshares share count unchanged in Q2 2026.
Civista Bancshares made up 0.14% of CWS Financial Advisors's portfolio in Q2 2026, its #86 holding.
CWS Financial Advisors first reported a position in Civista Bancshares in Q4 2019 and has held it in 26 quarters since.
CWS Financial Advisors's Civista Bancshares position peaked at $829K in Q4 2019.
150 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.