IFP Advisors’s Civista Bancshares CIVB Stock Holding History

IFP 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 Q3	$53	Hold	2	–	–	﹤0.01%	5054
2026 Q2	$56	Sell	2 -3	-60%	-$76	﹤0.01%	5009
2026 Q1	$114	Sell	5 -1	-17%	-$23	﹤0.01%	4714
2025 Q4	$133	Sell	6 -11	-65%	-$243	﹤0.01%	4548
2025 Q3	$345	Sell	17 -21	-55%	-$442	﹤0.01%	4272
2025 Q2	$1.07K	Buy	38 +36	+1,800%	+$783	﹤0.01%	4207
2025 Q1	$39	Hold	2	–	–	﹤0.01%	4066
2024 Q4	$42	Buy	+2	New	+$41	﹤0.01%	4305
2023 Q1	–	Sell	-1,027	Closed	-$25K	–	3547
2022 Q4	$25K	Hold	1,027	–	–	﹤0.01%	2708
2022 Q3	$25K	Hold	1,027	–	–	﹤0.01%	2887
2022 Q2	$25K	Hold	1,027	–	–	﹤0.01%	2663
2022 Q1	$25K	Buy	+1,027	New	+$25K	﹤0.01%	2661

Other funds holding CIVB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

IFP Advisors's CIVB Position: Q3 2026 in Review

IFP Advisors held its Civista Bancshares (CIVB) position steady in Q3 2026 at 2 shares worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #5054.

IFP Advisors first reported a position in CIVB in Q1 2022 and has held it in 12 quarters since. The position peaked at $25K in Q4 2022. 73 funds tracked by Wall St. Rank hold CIVB as of Q3 2026.

IFP Advisors held 2 shares of Civista Bancshares worth $53 as of Q3 2026.
IFP Advisors left its Civista Bancshares share count unchanged in Q3 2026.
Civista Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5054 holding.
IFP Advisors first reported a position in Civista Bancshares in Q1 2022 and has held it in 12 quarters since.
IFP Advisors's Civista Bancshares position peaked at $25K in Q4 2022.
73 funds tracked by Wall St. Rank held Civista Bancshares as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.