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Advisor Partners’s CVB Financial CVBF Stock Holding History

Advisor Partners’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$238K Buy
+9,582
New +$229K 0.02% 714

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Partners's CVBF Position: Q2 2022 in Review

Advisor Partners opened a new position in CVB Financial (CVBF) in Q2 2022: 9,582 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #714 among its holdings.

216 funds tracked by Wall St. Rank hold CVBF as of Q2 2022.

  • Advisor Partners held 9,582 shares of CVB Financial worth $238K as of Q2 2022.
  • CVB Financial was a new Advisor Partners position in Q2 2022.
  • CVB Financial made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #714 holding.
  • 216 funds tracked by Wall St. Rank held CVB Financial as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.