Private Wealth Management Group’s Civista Bancshares CIVB Stock Holding History

Private Wealth Management 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	$3.01K	Hold	114	–	–	﹤0.01%	1047
2026 Q2	$3.22K	Hold	114	–	–	﹤0.01%	1003
2026 Q1	$2.6K	Hold	114	–	–	﹤0.01%	994
2025 Q4	$2.53K	Hold	114	–	–	﹤0.01%	1005
2025 Q3	$2.32K	Hold	114	–	–	﹤0.01%	1068
2025 Q2	$2.64K	Hold	114	–	–	﹤0.01%	989
2025 Q1	$2.23K	Hold	114	–	–	﹤0.01%	1021
2024 Q4	$2.4K	Hold	114	–	–	﹤0.01%	1020
2024 Q3	$2.03K	Hold	114	–	–	﹤0.01%	1062
2024 Q2	$1.77K	Hold	114	–	–	﹤0.01%	1097
2024 Q1	$1.75K	Buy	+114	New	+$1.83K	﹤0.01%	1032

Other funds holding CIVB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Private Wealth Management Group's CIVB Position: Q3 2026 in Review

Private Wealth Management Group held its Civista Bancshares (CIVB) position steady in Q3 2026 at 114 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Private Wealth Management Group first reported a position in CIVB in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.22K in Q2 2026. 56 funds tracked by Wall St. Rank hold CIVB as of Q3 2026.

Private Wealth Management Group held 114 shares of Civista Bancshares worth $3.01K as of Q3 2026.
Private Wealth Management Group left its Civista Bancshares share count unchanged in Q3 2026.
Civista Bancshares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1047 holding.
Private Wealth Management Group first reported a position in Civista Bancshares in Q1 2024 and has held it in 11 quarters since.
Private Wealth Management Group's Civista Bancshares position peaked at $3.22K in Q2 2026.
56 funds tracked by Wall St. Rank held Civista Bancshares as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.