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Civista Bancshares Inc equity shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Civista Bancshares Inc equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Civista Bancshares Inc equity by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0k 114 17.82
2024-03-31 $1.8k 114 15.39

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

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