Summit Financial Strategies’s Civista Bancshares CIVB Stock Holding History

Summit Financial Strategies’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	$3.25M	Hold	142,614	–	–	0.26%	36
2025 Q4	$3.17M	Sell	142,614 -242	-0.2%	-$5.35K	0.26%	37
2025 Q3	$2.9M	Sell	142,856 -95	-0.1%	-$2K	0.25%	39
2025 Q2	$3.32M	Sell	142,951 -538	-0.4%	-$11.7K	0.31%	31
2025 Q1	$2.8M	Sell	143,489 -285	-0.2%	-$5.83K	0.28%	35
2024 Q4	$3.03M	Sell	143,774 -834	-0.6%	-$17.3K	0.33%	31
2024 Q3	$2.58M	Sell	144,608 -4,250	-3%	-$71.1K	0.29%	31
2024 Q2	$2.31M	Buy	148,858 +4,559	+3%	+$66.2K	0.29%	31
2024 Q1	$2.22M	Hold	144,299	–	–	0.31%	31
2023 Q4	$2.66M	Hold	144,299	–	–	0.41%	28
2023 Q3	$2.24M	Hold	144,299	–	–	0.43%	25
2023 Q2	$2.51M	Sell	144,299 -1,329	-0.9%	-$21.2K	0.47%	24
2023 Q1	$2.46M	Buy	145,628 +47,745	+49%	+$991K	0.48%	23
2022 Q4	$2.15M	Hold	97,883	–	–	0.46%	22
2022 Q3	$2.03M	Buy	+97,883	New	+$2.11M	0.48%	21

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

Summit Financial Strategies's CIVB Position: Q1 2026 in Review

Summit Financial Strategies held its Civista Bancshares (CIVB) position steady in Q1 2026 at 142,614 shares worth $3.25M. The position accounts for 0.26% of the portfolio, ranked #36.

Summit Financial Strategies first reported a position in CIVB in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.32M in Q2 2025. 132 funds tracked by Wall St. Rank hold CIVB as of Q1 2026.

Summit Financial Strategies held 142,614 shares of Civista Bancshares worth $3.25M as of Q1 2026.
Summit Financial Strategies left its Civista Bancshares share count unchanged in Q1 2026.
Civista Bancshares made up 0.26% of Summit Financial Strategies's portfolio in Q1 2026, its #36 holding.
Summit Financial Strategies first reported a position in Civista Bancshares in Q3 2022 and has held it in 15 quarters since.
Summit Financial Strategies's Civista Bancshares position peaked at $3.32M in Q2 2025.
132 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2026.

Based on Summit Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.