FORA Capital’s CVB Financial CVBF Stock Holding History

FORA 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	-14,959	Closed	-$250K	–	404
2023 Q1	$250K	Buy	+14,959	New	+$341K	0.03%	454
2022 Q3	–	Sell	-8,792	Closed	-$218K	–	441
2022 Q2	$218K	Buy	+8,792	New	+$210K	0.04%	390
2020 Q1	–	Sell	-2,896	Closed	-$62K	–	1084
2019 Q4	$62K	Buy	+2,896	New	+$61.3K	0.01%	871

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

FORA Capital's CVBF Position: Q2 2023 in Review

FORA Capital sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 14,959 shares — an estimated $250K sold.

FORA Capital first reported a position in CVBF in Q4 2019 and held it in 3 quarters. The position peaked at $250K in Q1 2023. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

FORA Capital reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
FORA Capital sold 14,959 CVB Financial shares in Q2 2023, an estimated $250K.
FORA Capital first reported a position in CVB Financial in Q4 2019 and held it in 3 quarters.
FORA Capital's CVB Financial position peaked at $250K in Q1 2023.
214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

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