Wellington Management Group
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Wellington Management Group’s Civista Bancshares CIVB Stock Holding History

Wellington Management Group’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 		$30.5M Sell
1,337,588
-93,011
-7% -$2.15M 0.01% 876
2025
Q4 		$31.8M Sell
1,430,599
-43,466
-3% -$960K 0.01% 866
2025
Q3 		$29.9M Buy
1,474,065
+1,350,409
+1,092% +$28.4M 0.01% 877
2025
Q2 		$2.87M Sell
123,656
-11,485
-8% -$250K ﹤0.01% 1498
2025
Q1 		$2.64M Sell
135,141
-32,166
-19% -$658K ﹤0.01% 1496
2024
Q4 		$3.52M Sell
167,307
-189,900
-53% -$3.94M ﹤0.01% 1438
2024
Q3 		$6.37M Sell
357,207
-187,936
-34% -$3.15M ﹤0.01% 1270
2024
Q2 		$8.44M Sell
545,143
-24,078
-4% -$349K ﹤0.01% 1204
2024
Q1 		$8.75M Sell
569,221
-36,200
-6% -$580K ﹤0.01% 1178
2023
Q4 		$11.2M Buy
605,421
+5,400
+0.9% +$86.6K ﹤0.01% 1085
2023
Q3 		$9.3M Hold
600,021
– – ﹤0.01% 1125
2023
Q2 		$10.4M Buy
600,021
+32,900
+6% +$524K ﹤0.01% 1094
2023
Q1 		$9.57M Buy
567,121
+5,600
+1% +$116K ﹤0.01% 1113
2022
Q4 		$12.4M Hold
561,521
– – ﹤0.01% 1032
2022
Q3 		$11.7M Hold
561,521
– – ﹤0.01% 1066
2022
Q2 		$11.9M Buy
561,521
+52,362
+10% +$1.13M ﹤0.01% 1079
2022
Q1 		$12.3M Buy
509,159
+41,700
+9% +$1.01M ﹤0.01% 1151
2021
Q4 		$11.4M Sell
467,459
-69,300
-13% -$1.7M ﹤0.01% 1221
2021
Q3 		$12.5M Sell
536,759
-42,546
-7% -$977K ﹤0.01% 1208
2021
Q2 		$12.8M Sell
579,305
-17,110
-3% -$395K ﹤0.01% 1203
2021
Q1 		$13.7M Sell
596,415
-31,141
-5% -$625K ﹤0.01% 1159
2020
Q4 		$11M Buy
627,556
+79,630
+15% +$1.26M ﹤0.01% 1165
2020
Q3 		$6.86M Buy
547,926
+39,131
+8% +$534K ﹤0.01% 1198
2020
Q2 		$7.83M Buy
508,795
+10,444
+2% +$152K ﹤0.01% 1120
2020
Q1 		$7.46M Sell
498,351
-20,212
-4% -$407K ﹤0.01% 1110
2019
Q4 		$12.4M Sell
518,563
-30,015
-5% -$666K ﹤0.01% 1111
2019
Q3 		$11.9M Sell
548,578
-3,785
-0.7% -$81K ﹤0.01% 1104
2019
Q2 		$12.4M Buy
552,363
+16,324
+3% +$359K ﹤0.01% 1142
2019
Q1 		$11.7M Sell
536,039
-83,445
-13% -$1.66M ﹤0.01% 1166
2018
Q4 		$10.8M Buy
619,484
+241,720
+64% +$5.12M ﹤0.01% 1162
2018
Q3 		$9.1M Buy
377,764
+175,767
+87% +$4.29M ﹤0.01% 1313
2018
Q2 		$4.9M Sell
201,997
-89,809
-31% -$2.14M ﹤0.01% 1494
2018
Q1 		$6.67M Buy
291,806
+103,185
+55% +$2.32M ﹤0.01% 1393
2017
Q4 		$4.15M Sell
188,621
-130,840
-41% -$2.91M ﹤0.01% 1531
2017
Q3 		$7.14M Sell
319,461
-705
-0.2% -$14.5K ﹤0.01% 1374
2017
Q2 		$6.68M Buy
320,166
+22,500
+8% +$473K ﹤0.01% 1341
2017
Q1 		$6.6M Buy
+297,666
New +$6.44M ﹤0.01% 1356

Other funds holding CIVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group's CIVB Position: Q1 2026 in Review

Wellington Management Group reduced its Civista Bancshares (CIVB) stake by 6.5% in Q1 2026, selling an estimated $2.15M and leaving 1,337,588 shares worth $30.5M. The position accounts for 0.01% of the portfolio, ranked #876.

Wellington Management Group first reported a position in CIVB in Q1 2017 and has held it in 37 quarters since. The position peaked at $31.8M in Q4 2025. 132 funds tracked by Wall St. Rank hold CIVB as of Q1 2026.

  • Wellington Management Group held 1,337,588 shares of Civista Bancshares worth $30.5M as of Q1 2026.
  • Wellington Management Group sold 93,011 Civista Bancshares shares in Q1 2026, an estimated $2.15M.
  • Civista Bancshares made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #876 holding.
  • Wellington Management Group first reported a position in Civista Bancshares in Q1 2017 and has held it in 37 quarters since.
  • Wellington Management Group's Civista Bancshares position peaked at $31.8M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.