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 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	$2.65K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Private Wealth Management Group's CIVB Position: Q1 2026 in Review

Private Wealth Management Group held its Civista Bancshares (CIVB) position steady in Q1 2026 at 114 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Private Wealth Management Group first reported a position in CIVB in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.65K in Q2 2025. 132 funds tracked by Wall St. Rank hold CIVB as of Q1 2026.

Private Wealth Management Group held 114 shares of Civista Bancshares worth $2.6K as of Q1 2026.
Private Wealth Management Group left its Civista Bancshares share count unchanged in Q1 2026.
Civista Bancshares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #994 holding.
Private Wealth Management Group first reported a position in Civista Bancshares in Q1 2024 and has held it in 9 quarters since.
Private Wealth Management Group's Civista Bancshares position peaked at $2.65K in Q2 2025.
132 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.