Integrated Wealth Concepts’s Civista Bancshares CIVB Stock Holding History

Integrated Wealth Concepts’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	$14.3K	Buy	+508	New	+$12.9K	﹤0.01%	4333

Other funds holding CIVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Integrated Wealth Concepts's CIVB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Civista Bancshares (CIVB) in Q2 2026: 508 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #4333 among its holdings.

150 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

Integrated Wealth Concepts held 508 shares of Civista Bancshares worth $14.3K as of Q2 2026.
Civista Bancshares was a new Integrated Wealth Concepts position in Q2 2026.
Civista Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4333 holding.
150 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.