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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
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% 2888
2022
Q2 		$25K Hold
1,027
– – ﹤0.01% 2662
2022
Q1 		$25K Buy
+1,027
New +$25K ﹤0.01% 2662

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 $3.37T AUM 44.26% 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

IFP Advisors's CIVB Position: Q2 2026 in Review

IFP Advisors reduced its Civista Bancshares (CIVB) stake by 60% in Q2 2026, selling an estimated $76 and leaving 2 shares worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #5009.

IFP Advisors first reported a position in CIVB in Q1 2022 and has held it in 11 quarters since. The position peaked at $25K in Q4 2022. 149 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

  • IFP Advisors held 2 shares of Civista Bancshares worth $56 as of Q2 2026.
  • IFP Advisors sold 3 Civista Bancshares shares in Q2 2026, an estimated $76.
  • Civista Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5009 holding.
  • IFP Advisors first reported a position in Civista Bancshares in Q1 2022 and has held it in 11 quarters since.
  • IFP Advisors's Civista Bancshares position peaked at $25K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.