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Civista Bancshares Inc (CIVB)

CUSIP: 178867107 | NYSE | Financial Services · Banks - Regional | Small Cap | 331 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,096,031
0.0% of portfolio›$28.9M
Beese Fulmer Investment Management, Inc.151,658
0.2% of portfolio›$4.0M
Summit Financial Strategies, Inc.142,614
0.3% of portfolio›$3.8M
Knights of Columbus Asset Advisors LLC116,941
0.2% of portfolio›$3.1M
Ritholtz Wealth Management110,852
0.0% of portfolio›$2.9M
Fort Washington Investment Advisors Inc106,394
0.0% of portfolio›$2.8M
Bank of New York Mellon Corp84,242
0.0% of portfolio›$2.2M
Creative Planning26,227
0.0% of portfolio›$691.9K
Kestra Private Wealth Services, LLC26,114
0.0% of portfolio›$688.9K
Park National Corp22,975
0.0% of portfolio›$606.1K
CWS Financial Advisors, LLC22,877
0.1% of portfolio›$603.5K
Thrivent Financial for Lutherans18,167
0.0% of portfolio›$479.0K
Compound Planning, Inc.16,674
0.0% of portfolio›$439.9K
Citigroup Inc13,826
0.0% of portfolio›$364.7K
Sterling Capital Management LLC10,504
0.0% of portfolio›$277.1K
Commonwealth Equity Services, LLC8,571
0.0% of portfolio›$226.1K
Wealth Enhancement Advisory Services, LLC8,456
0.0% of portfolio›$227.8K
Keybank National Association8,359
0.0% of portfolio›$220.5K
Mechanics Financial Corp2,000
0.0% of portfolio›$52.8K
Caldwell Trust Co1,387
0.0% of portfolio›$36.6K
Trust Co1,197
0.0% of portfolio›$31.6K
CoreCap Advisors, LLC1,000
0.0% of portfolio›$26.4K
State of Alaska, Department of Revenue802
0.0% of portfolio›$21.0K
Gamma Investing LLC779
0.0% of portfolio›$20.6K
Versant Capital Management, Inc421
0.0% of portfolio›$11.1K
Covestor Ltd371
0.0% of portfolio›$10
Farther Finance Advisors, LLC206
0.0% of portfolio›$5.4K
EverSource Wealth Advisors, LLC206
0.0% of portfolio›$5.4K
Essential Partners LLC181
0.0% of portfolio›$4.8K
US Bancorp \de\163
0.0% of portfolio›$4.3K
Private Wealth Management Group, LLC114
0.0% of portfolio›$3.0K
Root Financial Partners, LLC43
0.0% of portfolio›$1.1K
Larson Financial Group LLC41
0.0% of portfolio›$1.1K
SJS Investment Consulting Inc.39
0.0% of portfolio›$1.0K
True Wealth Design, LLC21
0.0% of portfolio›$554
Signaturefd, LLC20
0.0% of portfolio›$528
Silver Grove Financial Group, Inc.18
0.0% of portfolio›$475
Parkside Financial Bank & Trust15
0.0% of portfolio›$395
State of Wyoming15
0.0% of portfolio›$396
Fortitude Family Office, LLC11
0.0% of portfolio›$290
IFP Advisors, Inc2
0.0% of portfolio›$53
SBI Securities Co., Ltd.1
0.0% of portfolio›$26
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,096,031$28.9M0.0%IndexLowAustin, TX2026-11-04
Beese Fulmer Investment Management, Inc.
151,658$4.0M0.2%CoreLowCanton, OH2026-10-23
Summit Financial Strategies, Inc.
142,614$3.8M0.3%ETFLowColumbus, OH2026-10-14
Knights of Columbus Asset Advisors LLC
116,941$3.1M0.2%CoreMediumNew Haven, CT2026-11-05
Ritholtz Wealth Management
110,852$2.9M0.0%IndexLowNew York, NY2026-11-05
Fort Washington Investment Advisors Inc
106,394$2.8M0.0%CoreLowCincinnati, OH2026-10-15
Bank of New York Mellon Corp
84,242$2.2M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
26,227$691.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Private Wealth Services, LLC
26,114$688.9K0.0%GrowthLowAustin, TX2026-10-30
Park National Corp
22,975$606.1K0.0%CoreLowNewark, OH2026-10-05
CWS Financial Advisors, LLC
22,877$603.5K0.1%ETFVery LowKalamazoo, MI2026-10-16
Thrivent Financial for Lutherans
18,167$479.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Compound Planning, Inc.
16,674$439.9K0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
13,826$364.7K0.0%CoreMediumNew York, NY2026-11-04
Sterling Capital Management LLC
10,504$277.1K0.0%GARPMediumCharlotte, NC2026-10-22
Commonwealth Equity Services, LLC
8,571$226.1K0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
8,456$227.8K0.0%CoreLowPlymouth, MN2026-10-13
Keybank National Association
8,359$220.5K0.0%CoreLowBrooklyn, OH2026-11-04
Mechanics Financial Corp
2,000$52.8K0.0%CoreVery LowMansfield, OH2026-11-05
Caldwell Trust Co
1,387$36.6K0.0%GrowthLowVenice, FL2026-10-30
Trust Co
1,197$31.6K0.0%ETFVery LowManhattan, KS2026-10-09
CoreCap Advisors, LLC
1,000$26.4K0.0%ETFMediumSouthfield, MI2026-10-08
State of Alaska, Department of Revenue
802$21.0K0.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
779$20.6K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
421$11.1K0.0%GARPLowPhoenix, AZ2026-10-02
Covestor Ltd
371$100.0%ValueHighLondon, United Kingdom2026-10-30
Farther Finance Advisors, LLC
206$5.4K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
206$5.4K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
181$4.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
US Bancorp \de\
163$4.3K0.0%IndexLowMinneapolis, MN2026-11-05
Private Wealth Management Group, LLC
114$3.0K0.0%ETFLowPrinceton, NJ2026-10-19
Root Financial Partners, LLC
43$1.1K0.0%ETFMediumEncinitas, CA2026-10-21
Larson Financial Group LLC
41$1.1K0.0%GrowthLowSt Louis, MO2026-11-05
SJS Investment Consulting Inc.
39$1.0K0.0%ETFVery LowSylvania, OH2026-10-26
True Wealth Design, LLC
21$5540.0%ETFMediumAkron, OH2026-10-13
Signaturefd, LLC
20$5280.0%IndexLowAtlanta, GA2026-10-23
Silver Grove Financial Group, Inc.
18$4750.0%CoreMediumOrchard Park, NY2026-11-05
Parkside Financial Bank & Trust
15$3950.0%CoreVery LowSaint Louis, MO2026-10-27
State of Wyoming
15$3960.0%ValueHighCheyenne, WY2026-10-28
Fortitude Family Office, LLC
11$2900.0%ETFMediumScottsdale, AZ2026-10-14
IFP Advisors, Inc
2$530.0%GrowthLowTampa, FL2026-10-16
SBI Securities Co., Ltd.
1$260.0%Agg GrowthLowTokyo, Mexico2026-10-22