LPL Financial
CIVB icon

LPL Financial’s Civista Bancshares CIVB Stock Holding History

LPL Financial’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 		$616K Sell
21,834
-841
-4% -$21.3K ﹤0.01% 4842
2026
Q1 		$517K Hold
22,675
– – ﹤0.01% 4726
2025
Q4 		$504K Buy
22,675
+10,041
+79% +$222K ﹤0.01% 4707
2025
Q3 		$257K Sell
12,634
-138
-1% -$2.9K ﹤0.01% 5178
2025
Q2 		$296K Buy
12,772
+131
+1% +$2.85K ﹤0.01% 4788
2025
Q1 		$247K Buy
12,641
+23
+0.2% +$470 ﹤0.01% 4709
2024
Q4 		$265K Hold
12,618
– – ﹤0.01% 4631
2024
Q3 		$225K Sell
12,618
-2,000
-14% -$33.5K ﹤0.01% 4646
2024
Q2 		$226K Sell
14,618
-119
-0.8% -$1.73K ﹤0.01% 4467
2024
Q1 		$227K Hold
14,737
– – ﹤0.01% 4416
2023
Q4 		$272K Buy
14,737
+119
+0.8% +$1.91K ﹤0.01% 4168
2023
Q3 		$227K Buy
14,618
+2,725
+23% +$47.3K ﹤0.01% 4141
2023
Q2 		$207K Hold
11,893
– – ﹤0.01% 4126
2023
Q1 		$201K Hold
11,893
– – ﹤0.01% 4045
2022
Q4 		$262K Buy
+11,893
New +$268K ﹤0.01% 3762

Other funds holding CIVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial's CIVB Position: Q2 2026 in Review

LPL Financial reduced its Civista Bancshares (CIVB) stake by 3.7% in Q2 2026, selling an estimated $21.3K and leaving 21,834 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #4842.

LPL Financial first reported a position in CIVB in Q4 2022 and has held it in 15 quarters since. 51 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

  • LPL Financial held 21,834 shares of Civista Bancshares worth $616K as of Q2 2026.
  • LPL Financial sold 841 Civista Bancshares shares in Q2 2026, an estimated $21.3K.
  • Civista Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4842 holding.
  • LPL Financial first reported a position in Civista Bancshares in Q4 2022 and has held it in 15 quarters since.
  • 51 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.