Root Financial Partners’s Civista Bancshares CIVB Stock Holding History

Root Financial Partners’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	$91	Buy	+4	New	+$93	﹤0.01%	3297

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

Root Financial Partners's CIVB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Civista Bancshares (CIVB) in Q1 2026: 4 shares worth $91. The stake represents ﹤0.01% of the portfolio and ranks #3297 among its holdings.

132 funds tracked by Wall St. Rank hold CIVB as of Q1 2026.

Root Financial Partners held 4 shares of Civista Bancshares worth $91 as of Q1 2026.
Civista Bancshares was a new Root Financial Partners position in Q1 2026.
Civista Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3297 holding.
132 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.