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Disciplined Investments’s CVB Financial CVBF Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-10
Closed -$133 – 439
2023
Q2 		$133 Sell
10
-17
-63% -$234 ﹤0.01% 1568
2023
Q1 		$450 Sell
27
-10
-27% -$228 ﹤0.01% 1264
2022
Q4 		$953 Sell
37
-1
-3% -$27 ﹤0.01% 924
2022
Q3 		$1K Buy
38
+2
+6% +$52 ﹤0.01% 852
2022
Q2 		$1K Buy
36
+3
+9% +$72 ﹤0.01% 861
2022
Q1 		$1K Buy
+33
New +$763 ﹤0.01% 919

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Disciplined Investments's CVBF Position: Q3 2023 in Review

Disciplined Investments sold out of CVB Financial (CVBF) in Q3 2023, closing a stake of 10 shares — an estimated $133 sold.

Disciplined Investments first reported a position in CVBF in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 214 funds tracked by Wall St. Rank hold CVBF as of Q3 2023.

  • Disciplined Investments reported no remaining CVB Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 CVB Financial shares in Q3 2023, an estimated $133.
  • Disciplined Investments first reported a position in CVB Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's CVB Financial position peaked at $1K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.