CIVBNasdaqState Commercial BanksFiscal year ends December 31
CIVISTA BANCSHARES, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$26.69−0.16 (-0.60%)
Close on Oct 19, 2026
- Market cap
- $552.67M
- P/E (TTM)
- 9.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
65.6%
14M of 21M shares
Institutional holders
150
27 new, 8 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
3 buys · 0 sales
Net bought $32.19K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Investment Advisors Holdings LLP | 1,474,065 | 7.60% | 13G (passive) | Sep 30, 2025 |
| Wellington Group Holdings LLP | 1,337,588 | 6.50% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 1,232,195 | 6.40% | 13G (passive) amendment | Sep 30, 2025 |
| Dimensional Fund Advisors LP | 1,096,031 | 5.30% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CIVB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,702,436 | 8.19% | $48.04M | +214,836 | 0.00% |
| Wellington Management Group Llp | 1,259,065 | 6.05% | $35.53M | −78,523 | 0.01% |
| Dimensional Fund Advisors LP | 1,025,247 | 4.93% | $28.93M | +74,917 | 0.01% |
| Alliancebernstein L.P. | 899,109 | 4.32% | $20.49M | −46,606 | 0.01% |
| Vanguard Capital Management LLC | 885,162 | 4.26% | $24.98M | +22,715 | 0.00% |
| Manufacturers Life Insurance Company, The | 570,879 | 2.75% | $16.11M | −3,918 | 0.01% |
| State Street Corp | 555,485 | 2.67% | $15.68M | +155,477 | 0.00% |
| Geode Capital Management, LLC | 548,033 | 2.64% | $15.47M | +60,281 | 0.00% |
| Endeavour Capital Advisors Inc | 516,376 | 2.48% | $14.57M | −104,499 | 2.99% |
| Royce & Associates LP | 391,417 | 1.88% | $11.05M | −1,943 | 0.09% |
| Vanguard Portfolio Management LLC | 290,834 | 1.40% | $8.21M | +57,257 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 275,008 | 1.32% | $7.76M | +2,300 | 0.02% |
| Mendon Capital Advisors Corp | 268,279 | 1.29% | $7.57M | −43,446 | 2.68% |
| RMB Capital Management, LLC | 251,090 | 1.21% | $7.09M | −32,190 | 0.11% |
| American Century Companies Inc | 221,567 | 1.07% | $6.25M | +2,495 | 0.00% |
| Goldman Sachs Group Inc | 206,717 | 0.99% | $5.83M | +124,348 | 0.00% |
| Northern Trust Corp | 192,051 | 0.92% | $5.42M | +31,750 | 0.00% |
| Aqr Capital Management LLC | 168,561 | 0.81% | $4.76M | +12,205 | 0.00% |
| Beese Fulmer Investment Management, Inc. | 156,384 | 0.75% | $4.41M | −5,744 | 0.25% |
| Morgan Stanley | 152,368 | 0.73% | $4.30M | +27,683 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 150 | 14M | 65.6% | 27 / 60 | 39 / 8 | 1M | 1M |
| Q1 2026 | 132 | 13M | 64.6% | 14 / 47 | 45 / 13 | 2M | 1M |
| Q4 2025 | 133 | 13M | 61.4% | 18 / 47 | 36 / 17 | 1M | 2M |
| Q3 2025 | 132 | 13M | 62.1% | 20 / 53 | 37 / 17 | 5M | 1M |
| Q2 2025 | 129 | 9M | 42.7% | 20 / 38 | 45 / 7 | 1M | 0M |
| Q1 2025 | 116 | 8M | 40.8% | 9 / 41 | 37 / 5 | 1M | 0M |
| Q4 2024 | 113 | 8M | 40.7% | 19 / 42 | 25 / 8 | 1M | 1M |
| Q3 2024 | 102 | 8M | 39.2% | 16 / 32 | 32 / 6 | 2M | 1M |
| Q2 2024 | 93 | 8M | 39.6% | 12 / 38 | 27 / 14 | 0M | 0M |
| Q1 2024 | 95 | 8M | 40.0% | 13 / 32 | 24 / 6 | 0M | 0M |
| Q4 2023 | 89 | 8M | 39.7% | 9 / 38 | 18 / 7 | 1M | 0M |
| Q3 2023 | 87 | 8M | 37.9% | 6 / 28 | 27 / 7 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CIVB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 624,463 | 3.00% | $17.62M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 574,632 | 2.76% | $16.22M | 0.02% | Jun 30, 2026 |
| Regional Bank Fund | 281,223 | 1.35% | $8.17M | 0.85% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 251,673 | 1.21% | $7.31M | 0.04% | Jul 31, 2026 |
| RMB Mendon Financial Services Fund | 250,000 | 1.20% | $7.06M | 2.73% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 241,915 | 1.16% | $6.83M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 228,545 | 1.10% | $6.64M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 210,311 | 1.01% | $5.93M | 0.04% | Jun 30, 2026 |
| Royce Small-Cap Fund | 199,297 | 0.96% | $5.62M | 0.26% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 166,044 | 0.80% | $4.30M | 0.02% | May 31, 2026 |
| AB Small Cap Value Portfolio | 148,671 | 0.71% | $4.20M | 0.73% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 117,595 | 0.57% | $3.42M | 0.00% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 114,181 | 0.55% | $3.22M | 0.07% | Jun 30, 2026 |
| Royce Capital Fund - Small-Cap Portfolio | 113,217 | 0.54% | $3.19M | 1.71% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 112,909 | 0.54% | $3.28M | 0.02% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Dennis G. Shaffer | CEO, Director | 52,547 | 0.25% | Mar 13, 2026 |
| Mark J. Sams | SVP/Chief Revenue Officer | 7,009 | 0.03% | Sep 25, 2026 |
| Charles A. Parcher | President | 4,150 | 0.02% | Sep 24, 2026 |
| Veronica G. Doucette | SVP/Human Resources Officer | 1,175 | 0.01% | Aug 7, 2026 |
| Robert L. Katitus | SVP/CLO | 8,463 | 0.04% | Mar 13, 2026 |
| Richard J. Dutton | Senior Vice President | 32,794 | 0.16% | Mar 13, 2026 |
| Donna M. Waltz-Jaskolski | Senior Vice President | 6,075 | 0.03% | Mar 13, 2026 |
| Lance A. Morrison | SVP, Legal Counsel | 7,129 | 0.03% | Mar 13, 2026 |
| Robert L. Curry Jr | Senior Vice President | 3,695 | 0.02% | Mar 13, 2026 |
| Russell L. Edwards Jr | Senior Vice President | 4,855 | 0.02% | Mar 13, 2026 |
| Carl A. Kessler Iii | Senior Vice President | 7,248 | 0.03% | Mar 13, 2026 |
| Michael D. Mulford | Senior Vice President | 2,365 | 0.01% | Mar 13, 2026 |
| Ian Whinnem | SVP/CFO | 6,067 | 0.03% | Mar 13, 2026 |
| Todd A. Michel | Senior Vice President | 1,490 | 0.01% | Feb 10, 2025 |
| Mark J. Macioce | Director | 332 | 0.00% | Jul 29, 2026 |
| Harry Singer | Director | 16,596 | 0.08% | Jun 10, 2026 |
| Darci L. Congrove | Director | 4,862 | 0.02% | Jun 10, 2026 |
| Lorina W. Wise | Director | 4,549 | 0.02% | Jun 10, 2026 |
| Mary Patricia Oliver | Director | 8,851 | 0.04% | Jun 10, 2026 |
| Julie A. Mattlin | Director | 14,679 | 0.07% | Jun 10, 2026 |
| Dennis E. Murray Jr | Director | 43,663 | 0.21% | Feb 4, 2026 |
| James O. Miller | Director | 29,563 | 0.14% | Feb 5, 2025 |
| Gerald B. Wurm | – | 151,203 | 0.73% | Jun 10, 2026 |
| Nathan E. Weaks | – | 15,832 | 0.08% | Jun 10, 2026 |
| Clyde A. Perfect Jr | – | 3,203 | 0.02% | Jun 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Charles A. Parcher President | Sep 23, 2026 | Buy | +85 | $26.75 | $2.27K | 3,150 |
| Charles A. Parcher President | Sep 23, 2026 | Buy | +315 | $26.75 | $8.43K | 3,065 |
| Veronica G. Doucette SVP/Human Resources Officer | Aug 7, 2026 | Returned to company | −528 | $28.47 | $15.03K | 1,175 |
| Mark J. Macioce Director | Jul 29, 2026 | Returned to company | −57.65 | $29.49 | $1.70K | 332 |
| Mary Patricia Oliver Director | Jun 8, 2026 | Award | +1,210 | – | – | 8,851 |
| Nathan E. Weaks – | Jun 8, 2026 | Award | +1,210 | – | – | 4,549 |
| Lorina W. Wise Director | Jun 8, 2026 | Award | +1,210 | – | – | 4,549 |
| Harry Singer Director | Jun 8, 2026 | Award | +1,210 | – | – | 13,646 |
| Darci L. Congrove Director | Jun 8, 2026 | Award | +1,210 | – | – | 4,862 |
| Clyde A. Perfect Jr – | Jun 8, 2026 | Award | +1,210 | – | – | 3,203 |
| Gerald B. Wurm – | Jun 8, 2026 | Award | +1,210 | – | – | 4,112 |
| Mark J. Macioce Director | Jun 8, 2026 | Award | +1,210 | – | – | 4,218 |
| Julie A. Mattlin Director | Jun 8, 2026 | Award | +1,210 | – | – | 14,679 |
| Mary Patricia Oliver Director | May 19, 2026 | Other | +54.89 | – | – | 7,641 |
| Harry Singer Director | May 19, 2026 | Other | +67.39 | – | – | 12,436 |
| Gerald B. Wurm – | May 19, 2026 | Other | +298.92 | – | – | 42,403 |
| Gerald B. Wurm – | May 19, 2026 | Other | +728.99 | – | – | 103,412 |
| Mark J. Macioce Director | May 19, 2026 | Other | +21.6 | – | – | 3,008 |
| Harry Singer Director | Apr 29, 2026 | Returned to company | −7,900 | $24.77 | $195.68K | 0 |
| Mark J. Macioce Director | Apr 28, 2026 | Returned to company | −250 | $25.23 | $6.31K | 390 |
| Veronica G. Doucette SVP/Human Resources Officer | Mar 11, 2026 | Award | +908 | – | – | 1,703 |
| Donna M. Waltz-Jaskolski Senior Vice President | Mar 11, 2026 | Award | +1,176 | – | – | 6,075 |
| Richard J. Dutton Senior Vice President | Mar 11, 2026 | Award | +3,154 | – | – | 24,840 |
| Carl A. Kessler Iii Senior Vice President | Mar 11, 2026 | Award | +1,614 | – | – | 7,248 |
| Lance A. Morrison SVP, Legal Counsel | Mar 11, 2026 | Award | +1,581 | – | – | 7,129 |
| Charles A. Parcher President | Mar 11, 2026 | Award | +4,376 | – | – | 25,914 |
| Ian Whinnem SVP/CFO | Mar 11, 2026 | Award | +2,313 | – | – | 6,067 |
| Dennis G. Shaffer CEO, Director | Mar 11, 2026 | Award | +6,685 | – | – | 51,023 |
| Robert L. Katitus SVP/CLO | Mar 11, 2026 | Award | +1,544 | – | – | 8,463 |
| Russell L. Edwards Jr Senior Vice President | Mar 11, 2026 | Award | +1,121 | – | – | 4,855 |
| Michael D. Mulford Senior Vice President | Mar 11, 2026 | Award | +1,361 | – | – | 2,365 |
| Robert L. Curry Jr Senior Vice President | Mar 11, 2026 | Award | +1,323 | – | – | 3,695 |
| Mary Patricia Oliver Director | Feb 24, 2026 | Other | +56.76 | – | – | 7,587 |
| Harry Singer Director | Feb 24, 2026 | Other | +69.69 | – | – | 12,369 |
| Gerald B. Wurm – | Feb 24, 2026 | Other | +772.33 | – | – | 102,683 |
| Gerald B. Wurm – | Feb 24, 2026 | Other | +316.69 | – | – | 42,105 |
| Mark J. Macioce Director | Feb 24, 2026 | Other | +22.34 | – | – | 2,986 |
| Donna M. Waltz-Jaskolski Senior Vice President | Feb 24, 2026 | Other | +30.24 | – | – | 4,899 |
| Richard J. Dutton Senior Vice President | Feb 24, 2026 | Other | +56.98 | – | – | 21,686 |
| Richard J. Dutton Senior Vice President | Feb 24, 2026 | Other | +105.39 | – | – | 21,629 |
| Richard J. Dutton Senior Vice President | Feb 24, 2026 | Other | +59.52 | – | – | 7,955 |
| Charles A. Parcher President | Feb 24, 2026 | Other | +10.67 | – | – | 21,538 |
| Charles A. Parcher President | Feb 24, 2026 | Other | +126.65 | – | – | 21,528 |
| Dennis G. Shaffer CEO, Director | Feb 24, 2026 | Other | +11.41 | – | – | 1,524 |
| Dennis G. Shaffer CEO, Director | Feb 24, 2026 | Other | +58.18 | – | – | 44,338 |
| Dennis G. Shaffer CEO, Director | Feb 24, 2026 | Other | +273.86 | – | – | 44,280 |
| Robert L. Curry Jr Senior Vice President | Feb 24, 2026 | Other | +10.93 | – | – | 2,372 |
| Donna M. Waltz-Jaskolski Senior Vice President | Jan 2, 2026 | Tax withholding | −355 | – | – | 4,869 |
| Richard J. Dutton Senior Vice President | Jan 2, 2026 | Tax withholding | −1,769 | – | – | 21,523 |
| Carl A. Kessler Iii Senior Vice President | Jan 2, 2026 | Tax withholding | −467 | – | – | 5,634 |
| Lance A. Morrison SVP, Legal Counsel | Jan 2, 2026 | Tax withholding | −464 | – | – | 5,548 |
| Dennis G. Shaffer CEO, Director | Jan 2, 2026 | Tax withholding | −475 | – | – | 44,006 |
| Robert L. Katitus SVP/CLO | Jan 2, 2026 | Tax withholding | −526 | – | – | 6,919 |
| Russell L. Edwards Jr Senior Vice President | Jan 2, 2026 | Tax withholding | −337 | – | – | 3,734 |
| Robert L. Curry Jr Senior Vice President | Jan 2, 2026 | Tax withholding | −354 | – | – | 2,361 |
| Dennis G. Shaffer CEO and President, Director | Nov 19, 2025 | Other | +53.5 | – | – | 38,539 |
| Dennis E. Murray Jr Director | Nov 18, 2025 | Other | +8.23 | – | – | 17,761 |
| Gerald B. Wurm – | Nov 18, 2025 | Other | +798.18 | – | – | 101,911 |
| Gerald B. Wurm – | Nov 18, 2025 | Other | +327.29 | – | – | 41,788 |
| Charles A. Parcher President | Nov 18, 2025 | Other | +110.54 | – | – | 21,390 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Murray Dennis Jr Director | Apr 30, 2025 | 6,143 | $135.76K | Apr 30, 2025 | open mkt |