KESTRA PRIVATE WEALTH SERVICES, LLC
Position in CIVB — Civista Bancshares, Inc.
CIK 1649451
AUSTIN, TX
Position in CIVB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$736,937
+$488,887 QoQ
Shares Held
26,114
+156.9% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4
of 29 holders
Holding Since
Mar 2021
5 quarters on record
Common Shares in CIVB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $40,638,321 across 34 Banks - Regional names. CIVB ranks #16 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
26,595 | $6,548,220 | |
| 2 | TFC |
Truist Financial Corp
|
100,905 | $5,027,087 | |
| 3 | RF |
Regions Financial Corp
|
165,460 | $4,996,892 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
141,420 | $2,507,376 | |
| 5 | HDB |
Hdfc Bank Ltd
|
72,892 | $1,882,800 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
32,155 | $1,473,663 | |
| 7 | RNST |
Renasant Corp
|
33,302 | $1,416,667 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
19,376 | $1,340,625 |
All Filings in CIVB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,937 | 26,114 | Shares | Sole | 2026-07-28 | |
| 2021-12-31 | $248,050 | 10,166 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $234,785 | 10,107 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $222,016 | 10,046 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $229,285 | 9,995 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||