Position in CIVB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$521,366
+$13,040 QoQ
Shares Held
22,877
0.0% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026CWS Financial Advisors, LLC holds $521,366 across 1 Banks - Regional name. CIVB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIVB |
Civista Bancshares, Inc.
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|
22,877 | $521,366 |
All Filings in CIVB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $521,366 | 22,877 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $508,326 | 22,877 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $464,631 | 22,877 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $530,746 | 22,877 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $447,016 | 22,877 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $481,332 | 22,877 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $407,668 | 22,877 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $369,854 | 23,877 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $367,228 | 23,877 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $437,323 | 23,716 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $398,598 | 25,716 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $464,858 | 26,716 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $450,966 | 26,716 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $588,019 | 26,716 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $554,624 | 26,716 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $567,982 | 26,716 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $643,855 | 26,716 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $651,870 | 26,716 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $590,423 | 26,716 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $612,865 | 26,716 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $512,156 | 29,216 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $425,680 | 34,000 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $523,600 | 34,000 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $508,640 | 34,000 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||