Skip to main content
Equibles

Compound Planning, Inc.

Position in CIVB — Civista Bancshares, Inc.

CIK 1978879 NEW YORK, NY
Back to CIVB Full portfolio

Position in CIVB

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$470,540
+$90,563 QoQ
Shares Held
16,674
+0.0% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#70
of 149 holders
Holding Since
Mar 2023
14 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, 2026

Compound Planning, Inc. holds $28,976,997 across 37 Banks - Regional names. CIVB ranks #25 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LYG
Lloyds Banking Group plc
 415,779 $2,423,990
2 MFG
Mizuho Financial Group Inc
 240,425 $2,303,270
3 PNC
Pnc Financial Services Group, Inc.
 8,573 $2,110,844
4 USB
US Bancorp De
 25,986 $1,569,554
5 KB
KB Financial Group Inc.
 13,451 $1,411,816
6 NWG
NatWest Group plc
 77,411 $1,364,755
7 DB
Deutsche Bank Aktiengesellschaft
 39,731 $1,341,317
8 TFC
Truist Financial Corp
 26,134 $1,301,995

All Filings in CIVB

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $470,540 16,674
2026-03-31 $379,977 16,673
2025-12-31 $370,474 16,673
2025-09-30 $338,628 16,673
2025-06-30 $386,813 16,673
2025-03-31 $325,790 16,673
2024-12-31 $350,799 16,673
2024-09-30 $297,112 16,673
2024-06-30 $258,264 16,673
2024-03-31 $256,430 16,673
2023-12-31 $307,450 16,673
2023-09-30 $258,431 16,673
2023-06-30 $307,510 17,673
2023-03-31 $298,320 17,673