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BerganKDV Wealth Management’s CVB Financial CVBF Stock Holding History

BerganKDV Wealth Management’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 		$23.4K Hold
1,765
– – ﹤0.01% 476
2023
Q1 		$29.4K Buy
1,765
+1,125
+176% +$25.6K ﹤0.01% 460
2022
Q4 		$16.5K Hold
640
– – ﹤0.01% 515
2022
Q3 		$16K Hold
640
– – ﹤0.01% 512
2022
Q2 		$16K Buy
640
+290
+83% +$6.93K ﹤0.01% 514
2022
Q1 		$8K Buy
+350
New +$8.1K ﹤0.01% 639

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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Morgan Stanley
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BerganKDV Wealth Management's CVBF Position: Q2 2023 in Review

BerganKDV Wealth Management held its CVB Financial (CVBF) position steady in Q2 2023 at 1,765 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

BerganKDV Wealth Management first reported a position in CVBF in Q1 2022 and has held it in 6 quarters since. The position peaked at $29.4K in Q1 2023. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

  • BerganKDV Wealth Management held 1,765 shares of CVB Financial worth $23.4K as of Q2 2023.
  • BerganKDV Wealth Management left its CVB Financial share count unchanged in Q2 2023.
  • CVB Financial made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #476 holding.
  • BerganKDV Wealth Management first reported a position in CVB Financial in Q1 2022 and has held it in 6 quarters since.
  • BerganKDV Wealth Management's CVB Financial position peaked at $29.4K in Q1 2023.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.