Kestra Private Wealth Services’s Civista Bancshares CIVB Stock Holding History

Kestra Private Wealth Services’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	$737K	Buy	+26,114	New	+$663K	0.01%	1056
2022 Q1	–	Sell	-10,166	Closed	-$248K	–	996
2021 Q4	$248K	Buy	10,166 +59	+0.6%	+$1.45K	0.01%	836
2021 Q3	$235K	Buy	10,107 +61	+0.6%	+$1.4K	0.01%	798
2021 Q2	$222K	Buy	10,046 +51	+0.5%	+$1.18K	0.01%	776
2021 Q1	$229K	Buy	+9,995	New	+$201K	0.02%	692

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's CIVB Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Civista Bancshares (CIVB) in Q2 2026: 26,114 shares worth $737K. The stake represents 0.01% of the portfolio and ranks #1056 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in CIVB as recently as Q4 2021.

Kestra Private Wealth Services first reported a position in CIVB in Q1 2021 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

Kestra Private Wealth Services held 26,114 shares of Civista Bancshares worth $737K as of Q2 2026.
Civista Bancshares was a new Kestra Private Wealth Services position in Q2 2026.
Civista Bancshares made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1056 holding.
Kestra Private Wealth Services first reported a position in Civista Bancshares in Q1 2021 and has held it in 5 quarters since.
149 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.