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 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 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

EverSource Wealth Advisors's CIVB Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Civista Bancshares (CIVB) stake by 6.8% in Q1 2026, selling an estimated $440 and leaving 262 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3181.

EverSource Wealth Advisors first reported a position in CIVB in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.59K in Q2 2025. 132 funds tracked by Wall St. Rank hold CIVB as of Q1 2026.

EverSource Wealth Advisors held 262 shares of Civista Bancshares worth $5.97K as of Q1 2026.
EverSource Wealth Advisors sold 19 Civista Bancshares shares in Q1 2026, an estimated $440.
Civista Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3181 holding.
EverSource Wealth Advisors first reported a position in Civista Bancshares in Q1 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Civista Bancshares position peaked at $7.59K in Q2 2025.
132 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.