Root Financial Partners
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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
Q3 		$1.13K Buy
+43
New +$1.2K ﹤0.01% 2893
2026
Q2 		– Sell
-4
Closed -$91 – 939
2026
Q1 		$91 Buy
+4
New +$93 ﹤0.01% 3297

Other funds holding CIVB

Beese Fulmer Investment Management
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Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CWS Financial Advisors
CWS Financial Advisors Kalamazoo, Michigan $454M AUM 6.72% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Caldwell Trust
Caldwell Trust Venice, Florida $1.26B AUM 21.65% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Root Financial Partners's CIVB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Civista Bancshares (CIVB) in Q3 2026: 43 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #2893 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CIVB as recently as Q1 2026.

Root Financial Partners first reported a position in CIVB in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold CIVB as of Q3 2026.

  • Root Financial Partners held 43 shares of Civista Bancshares worth $1.13K as of Q3 2026.
  • Civista Bancshares was a new Root Financial Partners position in Q3 2026.
  • Civista Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2893 holding.
  • Root Financial Partners first reported a position in Civista Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Civista Bancshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.