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Rothschild Investment LLC’s Civista Bancshares CIVB Stock Holding History

Rothschild Investment LLC’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 		$3.3K Buy
117
+26
+29% +$660 ﹤0.01% 2511
2026
Q1 		$2.07K Buy
91
+20
+28% +$463 ﹤0.01% 2549
2025
Q4 		$1.58K Buy
71
+20
+39% +$442 ﹤0.01% 2485
2025
Q3 		$1.04K Buy
51
+26
+104% +$547 ﹤0.01% 2557
2025
Q2 		$580 Hold
25
– – ﹤0.01% 2695
2025
Q1 		$489 Buy
25
+10
+67% +$205 ﹤0.01% 2626
2024
Q4 		$316 Buy
+15
New +$311 ﹤0.01% 2678

Other funds holding CIVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Rothschild Investment LLC's CIVB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Civista Bancshares (CIVB) stake by 29% in Q2 2026, buying an estimated $660 and bringing the position to 117 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

Rothschild Investment LLC first reported a position in CIVB in Q4 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

  • Rothschild Investment LLC held 117 shares of Civista Bancshares worth $3.3K as of Q2 2026.
  • Rothschild Investment LLC bought 26 Civista Bancshares shares in Q2 2026, an estimated $660.
  • Civista Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2511 holding.
  • Rothschild Investment LLC first reported a position in Civista Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 51 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.