Larson Financial Group
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Larson Financial Group’s Civista Bancshares CIVB Stock Holding History

Larson Financial Group’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 		$1.08K Buy
41
+25
+156% +$697 ﹤0.01% 3400
2026
Q2 		$452 Hold
16
– – ﹤0.01% 3508
2026
Q1 		$365 Hold
16
– – ﹤0.01% 3371
2025
Q4 		$356 Hold
16
– – ﹤0.01% 3185
2025
Q3 		$325 Hold
16
– – ﹤0.01% 3184
2025
Q2 		$371 Hold
16
– – ﹤0.01% 2929
2025
Q1 		$313 Hold
16
– – ﹤0.01% 2684
2024
Q4 		$337 Hold
16
– – ﹤0.01% 2301
2024
Q3 		$285 Buy
+16
New +$268 ﹤0.01% 2268

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Larson Financial Group's CIVB Position: Q3 2026 in Review

Larson Financial Group increased its Civista Bancshares (CIVB) stake by 156% in Q3 2026, buying an estimated $697 and bringing the position to 41 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

Larson Financial Group first reported a position in CIVB in Q3 2024 and has held it in 9 quarters since. 69 funds tracked by Wall St. Rank hold CIVB as of Q3 2026.

  • Larson Financial Group held 41 shares of Civista Bancshares worth $1.08K as of Q3 2026.
  • Larson Financial Group bought 25 Civista Bancshares shares in Q3 2026, an estimated $697.
  • Civista Bancshares made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3400 holding.
  • Larson Financial Group first reported a position in Civista Bancshares in Q3 2024 and has held it in 9 quarters since.
  • 69 funds tracked by Wall St. Rank held Civista Bancshares as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.