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Civista Bancshares Inc equity shares owned by Caldwell Trust

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

Historical chart of Caldwell Trust investment in Civista Bancshares Inc equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Civista Bancshares Inc equity by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $31k 1.4k 22.22
2025-09-30 $28k 1.4k 20.31

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Nextera Energy (NEE)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Civista Bancshares Inc equity

BlackRock
Wellington Management Company
Vanguard Group
Dimensional Fund Advisors
Manufacturers Life Insurance Company
Endeavour Capital Advisors
Geode Capital Management
State Street Corporation
Royce & Associates
Alliancebernstein
Mendon Capital Advisors Corp.
American Century Companies
RMB Capital Management
Beese Fulmer Investment Management
Hotchkis and Wiley Capital Management

View all funds holding Civista Bancshares Inc equity