Summit Financial Strategies, Inc.
Position in CIVB — Civista Bancshares, Inc.
CIK 1625246
Columbus, OH
Position in CIVB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,024,567
+$774,394 QoQ
Shares Held
142,614
0.0% QoQ
Ownership
0.686%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#1
of 25 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CIVB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $6,556,177 across 4 Banks - Regional names. CIVB ranks #1 (61.4% of the industry book) .
All Filings in CIVB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,024,567 | 142,614 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,250,173 | 142,614 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,168,883 | 142,614 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,901,405 | 142,856 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,316,463 | 142,951 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,803,775 | 143,489 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,025,004 | 143,774 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,576,914 | 144,608 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,305,810 | 148,858 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,219,318 | 144,299 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,660,873 | 144,299 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,236,634 | 144,299 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,510,802 | 144,299 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,458,200 | 145,628 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,154,404 | 97,883 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,032,051 | 97,883 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||