PRINCETON CAPITAL MANAGEMENT LLC CIVB — CIVISTA BANCSHARES INC

Ownership history in PRINCETON CAPITAL MANAGEMENT LLC  ·  6 quarters on record

AI Ownership Summary

PRINCETON CAPITAL MANAGEMENT LLC reported CIVISTA BANCSHARES INC (CIVB) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows CIVB at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CIVB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCETON CAPITAL MANAGEMENT LLC's position in CIVISTA BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CIVB was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CIVB stock page PRINCETON CAPITAL MANAGEMENT LLC fund profile PRINCETON CAPITAL MANAGEMENT LLC full holdings
How PRINCETON CAPITAL MANAGEMENT LLC held CIVB — position size vs. price
% of Fund (quarterly)    CIVB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 12,222 — 0% 0.07% $248K 2025-11-10 $21.82
2025 Q2 UNCHANGED — — — 12,222 — 0% 0.08% $284K 2025-08-06 $19.08
2025 Q1 UNCHANGED — — — 12,222 — 0% 0.08% $239K 2025-05-06 $21.80
2024 Q4 UNCHANGED — — — 12,222 — 0% 0.08% $257K 2025-02-11 $21.21
2024 Q3 UNCHANGED — — — 12,222 — 0% 0.07% $218K 2024-11-07 $21.13
2024 Q2 INITIATED — — — 12,222 — — 0.06% $189K 2024-08-01 $15.93

🏢 Other funds also holding CIVB

As of 2026 Q1 — sorted by position size

BEESE FULMER INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.24% ELCO Management Co., LLC 3Y 7Y 0.11% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.05% PARK NATIONAL CORP /OH/ 3Y 7Y 0.02% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.01% Sterling Capital Management LLC 3Y 7Y 0.0% Caldwell Trust Co 0.0% Trust Co 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About PRINCETON CAPITAL MANAGEMENT LLC and CIVB

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCETON CAPITAL MANAGEMENT LLC reported owning CIVB?

PRINCETON CAPITAL MANAGEMENT LLC reported CIVB across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported CIVB position in PRINCETON CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for CIVB was 0.08% in 2025 Q2.

What is the latest reported CIVB position on this page?

The most recent filing on this page is 2025 Q3, when PRINCETON CAPITAL MANAGEMENT LLC reported 12,222 shares, equal to 0.07% of portfolio, with an estimated market value of $248K.

What does the chart on this CIVB ownership page compare?

The chart compares PRINCETON CAPITAL MANAGEMENT LLC's quarterly CIVB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to PRINCETON CAPITAL MANAGEMENT LLC Holdings