American Portfolios Advisors’s CVB Financial CVBF Stock Holding History

American Portfolios Advisors’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 Q3	$1.9K	Hold	75	–	–	﹤0.01%	3141
2022 Q2	$1.86K	Hold	75	–	–	﹤0.01%	3152
2022 Q1	$1.74K	Hold	75	–	–	﹤0.01%	3256
2021 Q4	$1.61K	Hold	75	–	–	﹤0.01%	3229
2021 Q3	$1.53K	Hold	75	–	–	﹤0.01%	3217
2021 Q2	$1.54K	Hold	75	–	–	﹤0.01%	3191
2021 Q1	$1.66K	Hold	75	–	–	﹤0.01%	3034
2020 Q4	$1.46K	Sell	75 -97	-56%	-$1.84K	﹤0.01%	2769
2020 Q3	$2.86K	Hold	172	–	–	﹤0.01%	2485
2020 Q2	$3.22K	Hold	172	–	–	﹤0.01%	2382
2020 Q1	$3.45K	Hold	172	–	–	﹤0.01%	2230
2019 Q4	$3.71K	Hold	172	–	–	﹤0.01%	2395
2019 Q3	$3.59K	Buy	+172	New	+$3.6K	﹤0.01%	2311

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Portfolios Advisors's CVBF Position: Q3 2022 in Review

American Portfolios Advisors held its CVB Financial (CVBF) position steady in Q3 2022 at 75 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3141.

American Portfolios Advisors first reported a position in CVBF in Q3 2019 and has held it in 13 quarters since. The position peaked at $3.71K in Q4 2019. 237 funds tracked by Wall St. Rank hold CVBF as of Q3 2022.

American Portfolios Advisors held 75 shares of CVB Financial worth $1.9K as of Q3 2022.
American Portfolios Advisors left its CVB Financial share count unchanged in Q3 2022.
CVB Financial made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3141 holding.
American Portfolios Advisors first reported a position in CVB Financial in Q3 2019 and has held it in 13 quarters since.
American Portfolios Advisors's CVB Financial position peaked at $3.71K in Q4 2019.
237 funds tracked by Wall St. Rank held CVB Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.