FAN
CVBF icon

Financial Advisors Network’s CVB Financial CVBF Stock Holding History

Financial Advisors Network’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
Q4 		$213K Sell
8,276
-706
-8% -$19.2K 0.06% 120
2022
Q3 		$227K Sell
8,982
-2,026
-18% -$52.8K 0.07% 102
2022
Q2 		$273K Sell
11,008
-2,538
-19% -$60.7K 0.08% 93
2022
Q1 		$314K Sell
13,546
-5,842
-30% -$135K 0.08% 96
2021
Q4 		$415K Hold
19,388
– – 0.09% 96
2021
Q3 		$400K Sell
19,388
-2,037
-10% -$40.2K 0.09% 105
2021
Q2 		$441K Sell
21,425
-757
-3% -$16.5K 0.13% 79
2021
Q1 		$490K Sell
22,182
-4,892
-18% -$106K 0.16% 70
2020
Q4 		$528K Sell
27,074
-435
-2% -$8.23K 0.18% 63
2020
Q3 		$457K Sell
27,509
-1,086
-4% -$19.4K 0.18% 65
2020
Q2 		$536K Hold
28,595
– – 0.22% 62
2020
Q1 		$573K Sell
28,595
-1,222
-4% -$24.6K 0.27% 53
2019
Q4 		$643K Sell
29,817
-454
-1% -$9.61K 0.29% 59
2019
Q3 		$632K Sell
30,271
-200
-0.7% -$4.18K 0.32% 60
2019
Q2 		$621K Sell
30,471
-474
-2% -$10.1K 0.33% 57
2019
Q1 		$636K Sell
30,945
-595
-2% -$13.1K 0.37% 53
2018
Q4 		$638K Buy
+31,540
New +$684K 0.4% 50
2018
Q2 		$707K Buy
+31,541
New +$725K 0.43% 49
2017
Q4 		$540K Hold
22,914
– – 0.36% 51
2017
Q3 		$554K Buy
+22,914
New +$494K 0.44% 48

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Advisors Network's CVBF Position: Q4 2022 in Review

Financial Advisors Network reduced its CVB Financial (CVBF) stake by 7.9% in Q4 2022, selling an estimated $19.2K and leaving 8,276 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #120.

Financial Advisors Network first reported a position in CVBF in Q3 2017 and has held it in 20 quarters since. The position peaked at $707K in Q2 2018. 245 funds tracked by Wall St. Rank hold CVBF as of Q4 2022.

  • Financial Advisors Network held 8,276 shares of CVB Financial worth $213K as of Q4 2022.
  • Financial Advisors Network sold 706 CVB Financial shares in Q4 2022, an estimated $19.2K.
  • CVB Financial made up 0.06% of Financial Advisors Network's portfolio in Q4 2022, its #120 holding.
  • Financial Advisors Network first reported a position in CVB Financial in Q3 2017 and has held it in 20 quarters since.
  • Financial Advisors Network's CVB Financial position peaked at $707K in Q2 2018.
  • 245 funds tracked by Wall St. Rank held CVB Financial as of Q4 2022.

Based on Financial Advisors Network's 13F filing for Q4 2022, filed 2 Feb 2023.