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 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	$2.65K	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 $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Private Wealth Management Group's CIVB Position: Q2 2026 in Review

Private Wealth Management Group held its Civista Bancshares (CIVB) position steady in Q2 2026 at 114 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Private Wealth Management Group first reported a position in CIVB in Q1 2024 and has held it in 10 quarters since. 150 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

Private Wealth Management Group held 114 shares of Civista Bancshares worth $3.22K as of Q2 2026.
Private Wealth Management Group left its Civista Bancshares share count unchanged in Q2 2026.
Civista Bancshares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1003 holding.
Private Wealth Management Group first reported a position in Civista Bancshares in Q1 2024 and has held it in 10 quarters since.
150 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.