Comprehensive Portfolio Management »

Civista Bancshares Inc equity shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio Management investment in Civista Bancshares Inc equity

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Civista Bancshares Inc equity by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 73k 17.82
2024-06-30 $1.4M 91k 15.49
2024-03-31 $1.3M 88k 15.38

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding Civista Bancshares Inc equity

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Manufacturers Life Insurance Company
Geode Capital Management
State Street Corporation
Pacific Ridge Capital Partners
RMB Capital Management
Mendon Capital Advisors Corp.
Beese Fulmer Investment Management
Summit Financial Strategies
Northern Trust
Hotchkis and Wiley Capital Management
American Century Companies

View all funds holding Civista Bancshares Inc equity