undamentalytics Newsletter

Civista Bancshares, Inc.: which funds bought and sold

Institutions that bought and sold Civista Bancshares shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 85 institutions that filed 13F reports for both quarters added to or opened positions in Civista Bancshares, and 47 cut or closed them. Together they added a net 204K shares, +1.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 138K shares (−3.3%); index fund managers were net buyers of 550K shares (+14.3%). 25 opened a new position and 8 sold out entirely.

Bought, Q2 2026 85 institutions, 25 of them new holders Sold, Q2 2026 47 institutions, 8 of them sold out
Net change, all compared +204K shares (+1.5%)
Net change, active managers −138K shares (−3.3%), 17 bought, 11 sold

Buyers versus sellers

institutions compared, 156
Active managers and hedge funds 17 bought · 11 sold · −138K
Index fund managers 9 bought · 0 sold · +550K
Other institutions 59 bought · 36 sold · −209K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +215K +14.4% 1.7M $48M
State Street Corp Index funds +155K +38.9% 555K $15.7M
Goldman Sachs Group Inc +124K +151.0% 207K $5.8M
Dimensional Fund Advisors LP +75K +7.9% 1.0M $28.9M
Geode Capital Management, LLC Index funds +60K +12.4% 548K $15.5M
Vanguard Portfolio Management LLC Index funds +57K +24.5% 291K $8.2M
Martingale Asset Management L P Active manager +56K New position 56K $1.6M
Fisher Asset Management, LLC Active manager +43K New position 43K $1.2M
Northern Trust Corp Index funds +32K +19.8% 192K $5.4M
Morgan Stanley +28K +22.2% 152K $4.3M
Kestra Private Wealth Services, LLC +26K New position 26K $736,936
D. E. Shaw & Co., Inc. Hedge fund +23K New position 23K $650,330
Vanguard Capital Management LLC Index funds +23K +2.6% 885K $25M
Trexquant Investment LP Hedge fund +22K New position 22K $620,022
Occudo Quantitative Strategies LP +21K New position 21K $599,562
Acadian Asset Management LLC Active manager +15K New position 15K $429,000
Odyssean, LLC +15K New position 15K $430,694
Xtx Topco Ltd +14K New position 14K $404,195
Citigroup Inc +13K +251.5% 18K $511,093
AQR Capital Management LLC Hedge fund +12K +7.8% 169K $4.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
UBS Group AG −310K −92.1% 26K $746,588
Endeavour Capital Advisors Inc −104K −16.8% 516K $14.6M
Qube Research & Technologies Ltd Hedge fund −88K Sold out 0 —
Squarepoint Ops LLC Hedge fund −85K −78.2% 24K $669,209
Wellington Management Group LLP Active manager −79K −5.9% 1.3M $35.5M
Alliancebernstein L.P. Active manager −47K −4.9% 899K $20.5M
Wells Fargo & Company −45K −72.1% 18K $494,074
Mendon Capital Advisors Corp −43K −13.9% 268K $7.6M
Curi Capital, LLC −32K −11.4% 251K $7.1M
Russell Investments Group, Ltd. −27K −70.2% 12K $327,521
Fourthstone LLC −25K Sold out 0 —
Segall Bryant & Hamill, LLC Active manager −24K Sold out 0 —
Assenagon Asset Management S.A. −19K Sold out 0 —
Newedge Advisors, LLC −15K −95.6% 698 $19,698
Renaissance Technologies LLC Hedge fund −15K −28.9% 37K $1M
Hillsdale Investment Management Inc. −12K −9.5% 118K $3.3M
Sei Investments Co −9,300 −44.5% 12K $326,985
Arrowstreet Capital, Limited Partnership Hedge fund −8,004 −9.3% 78K $2.2M
Beese Fulmer Investment Management, Inc. −5,744 −3.5% 156K $4.4M
LSV Asset Management Active manager −5,500 −4.3% 123K $3.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Martingale Asset Management L PActive manager 56K $1.6M
Fisher Asset Management, LLCActive manager 43K $1.2M
Kestra Private Wealth Services, LLC 26K $736,936
D. E. Shaw & Co., Inc.Hedge fund 23K $650,330
Trexquant Investment LPHedge fund 22K $620,022
Occudo Quantitative Strategies LP 21K $599,562
Odyssean, LLC 15K $430,694
Acadian Asset Management LLCActive manager 15K $429,000
Xtx Topco Ltd 14K $404,195
Schonfeld Strategic Advisors LLCHedge fund 9,033 $254,909

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Qube Research & Technologies LtdHedge fund 88K $2M
Fourthstone LLC 25K $572,029
Segall Bryant & Hamill, LLCActive manager 24K $556,258
Assenagon Asset Management S.A. 19K $432,805
Quadrant Capital Group LLC 218 $4,969
State Of Wyoming 17 $387
Mai Capital Management 5 $114
Root Financial Partners, LLC 4 $91

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
150
Ten largest holders
61.3%
of 13F-reported shares
Index fund managers
32.3%
of 13F-reported shares
Active managers and hedge funds
29.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 17 11 6 2 −138K −3.3%
Index fund managers 9 0 0 0 +550K +14.3%
Other institutions 59 36 19 6 −209K −3.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Civista Bancshares, Inc. · Insiders · Politicians