NA
CIVB icon

NewEdge Advisors’s Civista Bancshares CIVB Stock Holding History

NewEdge 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 		$19.7K Sell
698
-15,140
-96% -$384K ﹤0.01% 3367
2026
Q1 		$361K Buy
15,838
+14,521
+1,103% +$336K ﹤0.01% 2214
2025
Q4 		$29.3K Buy
1,317
+481
+58% +$10.6K ﹤0.01% 3134
2025
Q3 		$17K Sell
836
-9,507
-92% -$200K ﹤0.01% 3170
2025
Q2 		$240K Buy
+10,343
New +$225K ﹤0.01% 2130
2023
Q1 		– Sell
-5,066
Closed -$112K – 3538
2022
Q4 		$112K Buy
+5,066
New +$114K ﹤0.01% 1404

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

NewEdge Advisors's CIVB Position: Q2 2026 in Review

NewEdge Advisors reduced its Civista Bancshares (CIVB) stake by 96% in Q2 2026, selling an estimated $384K and leaving 698 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3367.

NewEdge Advisors first reported a position in CIVB in Q4 2022 and has held it in 6 quarters since. The position peaked at $361K in Q1 2026. 150 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

  • NewEdge Advisors held 698 shares of Civista Bancshares worth $19.7K as of Q2 2026.
  • NewEdge Advisors sold 15,140 Civista Bancshares shares in Q2 2026, an estimated $384K.
  • Civista Bancshares made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3367 holding.
  • NewEdge Advisors first reported a position in Civista Bancshares in Q4 2022 and has held it in 6 quarters since.
  • NewEdge Advisors's Civista Bancshares position peaked at $361K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.