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 Q2	$4.02M	Hold	142,614	–	–	0.28%	32
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 $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Summit Financial Strategies's CIVB Position: Q2 2026 in Review

Summit Financial Strategies held its Civista Bancshares (CIVB) position steady in Q2 2026 at 142,614 shares worth $4.02M. The position accounts for 0.28% of the portfolio, ranked #32.

Summit Financial Strategies first reported a position in CIVB in Q3 2022 and has held it in 16 quarters since. 150 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

Summit Financial Strategies held 142,614 shares of Civista Bancshares worth $4.02M as of Q2 2026.
Summit Financial Strategies left its Civista Bancshares share count unchanged in Q2 2026.
Civista Bancshares made up 0.28% of Summit Financial Strategies's portfolio in Q2 2026, its #32 holding.
Summit Financial Strategies first reported a position in Civista Bancshares in Q3 2022 and has held it in 16 quarters since.
150 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.