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Civista Bancshares Inc equity shares owned by Wealthquest

Quarter-by-quarter ownership of Civista Bancshares Inc equity (CIVB) shares owned by Wealthquest from 13F filings

Historical chart of Wealthquest investment in Civista Bancshares Inc equity

Tip: Access up to 7 years of quarterly data

All positions including Civista Bancshares Inc equity held by Wealthquest consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Civista Bancshares Inc equity by Wealthquest

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 91k 18.44
2023-09-30 $1.4M 91k 15.50
2023-06-30 $1.6M 91k 17.40
2023-03-31 $1.5M 91k 16.88
2022-12-31 $1.1M 49k 22.01

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View all positions for Wealthquest

Top funds holding Civista Bancshares Inc equity

Vanguard Group
Dimensional Fund Advisors
Wellington Management Company
Pacific Ridge Capital Partners
RMB Capital Management
Mendon Capital Advisors Corp.
Beese Fulmer Investment Management
Hotchkis and Wiley Capital Management
Sandler O'Neill Asset Management
Fourthstone
LSV Asset Management
Fort Washington Investment Advisors
Bank of New York Mellon
Wealthquest
Comprehensive Portfolio Management

View all funds holding Civista Bancshares Inc equity