AF
CVBF icon

Advisornet Financial’s CVB Financial CVBF Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-60
Closed -$1.07K – 2029
2024
Q3 		$1.07K Buy
+60
New +$1.07K ﹤0.01% 1922
2024
Q1 		– Sell
-25
Closed -$505 – 2147
2023
Q4 		$505 Buy
+25
New +$444 ﹤0.01% 2102

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Advisornet Financial's CVBF Position: Q4 2024 in Review

Advisornet Financial sold out of CVB Financial (CVBF) in Q4 2024, closing a stake of 60 shares — an estimated $1.07K sold.

Advisornet Financial first reported a position in CVBF in Q4 2023 and held it in 2 quarters. The position peaked at $1.07K in Q3 2024. 230 funds tracked by Wall St. Rank hold CVBF as of Q4 2024.

  • Advisornet Financial reported no remaining CVB Financial position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 60 CVB Financial shares in Q4 2024, an estimated $1.07K.
  • Advisornet Financial first reported a position in CVB Financial in Q4 2023 and held it in 2 quarters.
  • Advisornet Financial's CVB Financial position peaked at $1.07K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held CVB Financial as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.