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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CWS Financial Advisors's CIVB Position: Q1 2026 in Review

CWS Financial Advisors held its Civista Bancshares (CIVB) position steady in Q1 2026 at 22,877 shares worth $521K. The position accounts for 0.13% of the portfolio, ranked #94.

CWS Financial Advisors first reported a position in CIVB in Q4 2019 and has held it in 25 quarters since. The position peaked at $829K in Q4 2019. 132 funds tracked by Wall St. Rank hold CIVB as of Q1 2026.

CWS Financial Advisors held 22,877 shares of Civista Bancshares worth $521K as of Q1 2026.
CWS Financial Advisors left its Civista Bancshares share count unchanged in Q1 2026.
Civista Bancshares made up 0.13% of CWS Financial Advisors's portfolio in Q1 2026, its #94 holding.
CWS Financial Advisors first reported a position in Civista Bancshares in Q4 2019 and has held it in 25 quarters since.
CWS Financial Advisors's Civista Bancshares position peaked at $829K in Q4 2019.
132 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.