Summit Financial Strategies, Inc. Civista Bancshares, Inc. Transaction History
Summit Financial Strategies, Inc.
- $1.08 Billion
- Q3 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Civista Bancshares, Inc. stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 142,856 shares of CIVB stock, worth $3.03 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
142,856
Previous 142,951
0.07%
Holding current value
$3.03 Million
Previous $3.32 Million
12.52%
% of portfolio
0.27%
Previous 0.33%
Shares
9 transactions
Others Institutions Holding CIVB
# of Institutions
134Shares Held
9.14MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.45MShares$30.8 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA856KShares$18.2 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX842KShares$17.9 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6450KShares$9.55 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA367KShares$7.8 Million0.0% of portfolio
About CIVISTA BANCSHARES, INC.
- Ticker CIVB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 15,419,100
- Market Cap $327M
- Description
- Civista Bancshares, Inc. operates as the financial holding company for Civista Bank that provides community banking services. It collects a range of customer deposits; and offers commercial and agriculture, commercial and residential real estate, farm real estate, real estate construction, consumer, and other loans, as well as letters of credit....