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EverSource Wealth Advisors’s Civista Bancshares CIVB Stock Holding History

EverSource Wealth 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 		$6.38K Sell
226
-36
-14% -$914 ﹤0.01% 3161
2026
Q1 		$5.97K Sell
262
-19
-7% -$440 ﹤0.01% 3181
2025
Q4 		$6.24K Sell
281
-26
-8% -$574 ﹤0.01% 3023
2025
Q3 		$6.24K Sell
307
-20
-6% -$421 ﹤0.01% 3051
2025
Q2 		$7.59K Buy
327
+81
+33% +$1.76K ﹤0.01% 2976
2025
Q1 		$4.81K Buy
246
+28
+13% +$573 ﹤0.01% 2519
2024
Q4 		$4.59K Hold
218
– – ﹤0.01% 2388
2024
Q3 		$3.88K Hold
218
– – ﹤0.01% 2332
2024
Q2 		$3.91K Buy
218
+72
+49% +$1.04K ﹤0.01% 2306
2024
Q1 		$2.08K Buy
+146
New +$2.34K ﹤0.01% 2373

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's CIVB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Civista Bancshares (CIVB) stake by 14% in Q2 2026, selling an estimated $914 and leaving 226 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

EverSource Wealth Advisors first reported a position in CIVB in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.59K in Q2 2025. 149 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

  • EverSource Wealth Advisors held 226 shares of Civista Bancshares worth $6.38K as of Q2 2026.
  • EverSource Wealth Advisors sold 36 Civista Bancshares shares in Q2 2026, an estimated $914.
  • Civista Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3161 holding.
  • EverSource Wealth Advisors first reported a position in Civista Bancshares in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Civista Bancshares position peaked at $7.59K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.