Position in CIVB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$376,627
-$27,399 QoQ
Shares Held
16,526
-9.1% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CIVB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026VISTA INVESTMENT MANAGEMENT holds $7,968,505 across 8 Banks - Regional names. CIVB ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
14,146 | $2,943,641 | |
| 2 | FBIZ |
First Business Financial Services, Inc.
|
52,770 | $2,845,886 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
21,767 | $597,068 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
12,991 | $464,298 | |
| 5 | CIVB |
Civista Bancshares, Inc.
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|
16,526 | $376,627 | |
| 6 | FNB |
Fnb Corp/Pa/
|
18,592 | $310,858 | |
| 7 | ORRF |
Orrstown Financial Services Inc
|
8,290 | $299,103 | |
| 8 | NWBI |
Northwest Bancshares, Inc.
|
10,325 | $131,024 |
All Filings in CIVB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $376,627 | 16,526 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $404,026 | 18,183 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $350,713 | 17,268 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||