Ritholtz Wealth Management’s Civista Bancshares CIVB Stock Holding History

Ritholtz Wealth Management’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	$3.85M	Buy	136,518 +62	+0%	+$1.57K	0.06%	240
2026 Q1	$3.11M	Sell	136,456 -24	-0%	-$556	0.05%	263
2025 Q4	$3.03M	Sell	136,480 -73,136	-35%	-$1.62M	0.06%	251
2025 Q3	$4.26M	Sell	209,616 -12,350	-6%	-$260K	0.08%	159
2025 Q2	$5.15M	Buy	221,966 +175,514	+378%	+$3.82M	0.11%	106
2025 Q1	$908K	Hold	46,452	–	–	0.03%	427
2024 Q4	$977K	Sell	46,452 -26,048	-36%	-$540K	0.03%	365
2024 Q3	$1.29M	Sell	72,500 -18,896	-21%	-$316K	0.04%	319
2024 Q2	$1.42M	Buy	91,396 +3,800	+4%	+$55.1K	0.05%	263
2024 Q1	$1.35M	Buy	+87,596	New	+$1.4M	0.05%	285

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

Ritholtz Wealth Management's CIVB Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Civista Bancshares (CIVB) stake by 0.05% in Q2 2026, buying an estimated $1.57K and bringing the position to 136,518 shares worth $3.85M. The position accounts for 0.06% of the portfolio, ranked #240.

Ritholtz Wealth Management first reported a position in CIVB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.15M in Q2 2025. 150 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

Ritholtz Wealth Management held 136,518 shares of Civista Bancshares worth $3.85M as of Q2 2026.
Ritholtz Wealth Management bought 62 Civista Bancshares shares in Q2 2026, an estimated $1.57K.
Civista Bancshares made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #240 holding.
Ritholtz Wealth Management first reported a position in Civista Bancshares in Q1 2024 and has held it in 10 quarters since.
Ritholtz Wealth Management's Civista Bancshares position peaked at $5.15M in Q2 2025.
150 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.