TS Financial Group (TSFG)’s Civista Bancshares CIVB Stock Holding History

TS Financial Group (TSFG)’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
2023 Q2	–	Sell	-106	Closed	-$2K	–	998
2023 Q1	$2K	Buy	106 +1	+1%	+$21	﹤0.01%	802
2022 Q4	$2K	Buy	105 +1	+1%	+$23	﹤0.01%	797
2022 Q3	$2K	Hold	104	–	–	﹤0.01%	769
2022 Q2	$2K	Buy	104 +1	+1%	+$22	﹤0.01%	775
2022 Q1	$2K	Buy	+103	New	+$2.5K	﹤0.01%	773

Other funds holding CIVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

TS Financial Group (TSFG)'s CIVB Position: Q2 2023 in Review

TS Financial Group (TSFG) sold out of Civista Bancshares (CIVB) in Q2 2023, closing a stake of 106 shares — an estimated $2K sold.

TS Financial Group (TSFG) first reported a position in CIVB in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q1 2023. 89 funds tracked by Wall St. Rank hold CIVB as of Q2 2023.

TS Financial Group (TSFG) reported no remaining Civista Bancshares position as of Q2 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 106 Civista Bancshares shares in Q2 2023, an estimated $2K.
TS Financial Group (TSFG) first reported a position in Civista Bancshares in Q1 2022 and held it in 5 quarters.
TS Financial Group (TSFG)'s Civista Bancshares position peaked at $2K in Q1 2023.
89 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2023, filed 10 Jul 2023.