AXQ Capital’s CVB Financial CVBF Stock Holding History

AXQ Capital’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
2023 Q2	–	Sell	-21,600	Closed	-$360K	–	351
2023 Q1	$360K	Buy	+21,600	New	+$492K	0.14%	250

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AXQ Capital's CVBF Position: Q2 2023 in Review

AXQ Capital sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 21,600 shares — an estimated $360K sold.

AXQ Capital first reported a position in CVBF in Q1 2023 and held it in 1 quarter. The position peaked at $360K in Q1 2023. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

AXQ Capital reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
AXQ Capital sold 21,600 CVB Financial shares in Q2 2023, an estimated $360K.
AXQ Capital first reported a position in CVB Financial in Q1 2023 and held it in 1 quarter.
AXQ Capital's CVB Financial position peaked at $360K in Q1 2023.
214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on AXQ Capital's 13F filing for Q2 2023, filed 11 Aug 2023.