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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
Q2 		– Sell
-4
Closed -$91 – 939
2026
Q1 		$91 Buy
+4
New +$93 ﹤0.01% 3297

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

Root Financial Partners's CIVB Position: Q2 2026 in Review

Root Financial Partners sold out of Civista Bancshares (CIVB) in Q2 2026, closing a stake of 4 shares — an estimated $91 sold.

Root Financial Partners first reported a position in CIVB in Q1 2026 and held it in 1 quarter. The position peaked at $91 in Q1 2026. 149 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

  • Root Financial Partners reported no remaining Civista Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 Civista Bancshares shares in Q2 2026, an estimated $91.
  • Root Financial Partners first reported a position in Civista Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Civista Bancshares position peaked at $91 in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.