HWAM
CVBF icon

Hennion & Walsh Asset Management’s CVB Financial CVBF Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		$654K Buy
+28,998
New +$596K 0.02% 681
2023
Q4 		– Sell
-18,044
Closed -$299K – 826
2023
Q3 		$299K Buy
18,044
+528
+3% +$8.96K 0.02% 647
2023
Q2 		$233K Buy
17,516
+1,006
+6% +$13.9K 0.01% 722
2023
Q1 		$275K Sell
16,510
-334
-2% -$7.61K 0.02% 665
2022
Q4 		$434K Sell
16,844
-269
-2% -$7.33K 0.03% 529
2022
Q3 		$433K Sell
17,113
-534
-3% -$13.9K 0.03% 515
2022
Q2 		$438K Buy
17,647
+1,546
+10% +$37K 0.03% 519
2022
Q1 		$374K Buy
+16,101
New +$373K 0.02% 585

Other funds holding CVBF

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return