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True Wealth Design’s Civista Bancshares CIVB Stock Holding History

True Wealth Design’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 		$593 Buy
21
+2
+11% +$51 ﹤0.01% 2146
2026
Q1 		$434 Sell
19
-1
-5% -$23 ﹤0.01% 2104
2025
Q4 		$445 Buy
20
+4
+25% +$88 ﹤0.01% 1987
2025
Q3 		$332 Buy
16
+9
+129% +$189 ﹤0.01% 2149
2025
Q2 		$170 Hold
7
– – ﹤0.01% 2118
2025
Q1 		$143 Hold
7
– – ﹤0.01% 2079
2024
Q4 		$154 Hold
7
– – ﹤0.01% 1246
2024
Q3 		$130 Buy
+7
New +$117 ﹤0.01% 1219
2024
Q2 		– Hold
0
– – – 779
2024
Q1 		– Hold
0
– – – 787
2023
Q4 		– Sell
-4
Closed -$64 – 778
2023
Q3 		$67 Hold
4
– – ﹤0.01% 736
2023
Q2 		$74 Sell
4
-452
-99% -$7.2K ﹤0.01% 739
2023
Q1 		$7.7K Buy
456
+3
+0.7% +$62 ﹤0.01% 254
2022
Q4 		$9.98K Buy
+453
New +$10.2K ﹤0.01% 221

Other funds holding CIVB

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design's CIVB Position: Q2 2026 in Review

True Wealth Design increased its Civista Bancshares (CIVB) stake by 11% in Q2 2026, buying an estimated $51 and bringing the position to 21 shares worth $593. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

True Wealth Design first reported a position in CIVB in Q4 2022 and has held it in 12 quarters since. The position peaked at $9.98K in Q4 2022. 8 funds tracked by Wall St. Rank hold CIVB as of Q2 2026.

  • True Wealth Design held 21 shares of Civista Bancshares worth $593 as of Q2 2026.
  • True Wealth Design bought 2 Civista Bancshares shares in Q2 2026, an estimated $51.
  • Civista Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2146 holding.
  • True Wealth Design first reported a position in Civista Bancshares in Q4 2022 and has held it in 12 quarters since.
  • True Wealth Design's Civista Bancshares position peaked at $9.98K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.