FFA
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First Foundation Advisors’s CVB Financial CVBF Stock Holding History

First Foundation 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
2023
Q1 		– Sell
-8,123
Closed -$209K – 397
2022
Q4 		$209K Hold
8,123
– – 0.01% 360
2022
Q3 		$206K Buy
8,123
+31
+0.4% +$808 0.01% 348
2022
Q2 		$201K Buy
+8,092
New +$193K 0.01% 378

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

First Foundation Advisors's CVBF Position: Q1 2023 in Review

First Foundation Advisors sold out of CVB Financial (CVBF) in Q1 2023, closing a stake of 8,123 shares — an estimated $209K sold.

First Foundation Advisors first reported a position in CVBF in Q2 2022 and held it in 3 quarters. The position peaked at $209K in Q4 2022. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2023.

  • First Foundation Advisors reported no remaining CVB Financial position as of Q1 2023 after selling out during the quarter.
  • First Foundation Advisors sold 8,123 CVB Financial shares in Q1 2023, an estimated $209K.
  • First Foundation Advisors first reported a position in CVB Financial in Q2 2022 and held it in 3 quarters.
  • First Foundation Advisors's CVB Financial position peaked at $209K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2023.

Based on First Foundation Advisors's 13F filing for Q1 2023, filed 12 May 2023.