As of the latest SEC filings, CIVISTA BANCSHARES, INC. (CIVB) is held by 168 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $13,951,924.05 in market value, representing a significant portion of its portfolio.
Funds holding CIVISTA BANCSHARES, INC. (CIVB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CIVB
- CIK:
- 0000944745
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $13,951,924.05 | 612,195 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $10,935,348.49 | 479,831 | Mar 31, 2026 | May 28, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 0.80% | $6,994,016.01 | 281,223 | Apr 30, 2026 | Jun 25, 2026 |
|
RMBKX
RMB Mendon Financial Services Fund
|
MF | Independent / Boutique | 2.83% | $6,431,110.10 | 282,190 | Mar 31, 2026 | May 21, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,785,110.18 | 232,614 | Apr 30, 2026 | Jun 24, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 0.81% | $5,714,205.07 | 250,733 | Mar 31, 2026 | May 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,267,133.64 | 231,116 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,023,988.70 | 202,010 | Apr 30, 2026 | Jun 26, 2026 |
|
RPMIX
Royce Small-Cap Fund
|
MF | Independent / Boutique | 0.25% | $4,541,978.63 | 199,297 | Mar 31, 2026 | May 21, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $3,993,508.44 | 167,724 | Feb 28, 2026 | Apr 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $3,947,729.38 | 173,222 | Mar 31, 2026 | May 28, 2026 |
|
SCYVX
AB Small Cap Value Portfolio
|
MF | Independent / Boutique | 0.61% | $3,500,593.82 | 147,022 | Feb 28, 2026 | Apr 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.00% | $2,890,092.96 | 116,208 | Apr 30, 2026 | Jun 26, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $2,755,023.99 | 110,777 | Apr 30, 2026 | Jun 24, 2026 |
|
RCSSX
Royce Capital Fund - Small-Cap Portfolio
|
MF | Independent / Boutique | 1.55% | $2,649,291.92 | 116,248 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,601,909.18 | 109,278 | Feb 28, 2026 | Apr 24, 2026 |
|
KCSIX
Knights of Columbus Small Cap Equity Fund
|
MF | Independent / Boutique | 1.34% | $2,599,984.41 | 104,543 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,412,638.70 | 97,010 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,274,411.24 | 91,452 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $2,243,497.25 | 94,225 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $1,963,113.45 | 78,935 | Apr 30, 2026 | Jun 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.09% | $1,883,798.61 | 82,659 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,858,584.84 | 74,732 | Apr 30, 2026 | Jun 29, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.19% | $1,606,695.00 | 70,500 | Mar 31, 2026 | Jun 1, 2026 |
|
RYVFX
Royce Small-Cap Value Fund
|
MF | Independent / Boutique | 1.55% | $1,541,697.92 | 67,648 | Mar 31, 2026 | May 21, 2026 |
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