Summit Financial Strategies, Inc. Civista Bancshares, Inc. Transaction History
Summit Financial Strategies, Inc.
- $998 Million
- Q2 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 142,951 shares of CIVB stock, worth $2.89 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
142,951
Previous 143,489
0.37%
Holding current value
$2.89 Million
Previous $2.8 Million
18.3%
% of portfolio
0.33%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding CIVB
# of Institutions
120Shares Held
8.56MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.45MShares$29.3 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA864KShares$17.4 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX845KShares$17.1 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6458KShares$9.25 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA364KShares$7.34 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 $311M
- 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....