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Independent Financial Group’s CVB Financial CVBF Stock Holding History

Independent Financial Group’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
-10,213
Closed -$170K – 884
2023
Q1 		$170K Buy
+10,213
New +$233K 0.01% 781

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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Independent Financial Group's CVBF Position: Q2 2023 in Review

Independent Financial Group sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 10,213 shares — an estimated $170K sold.

Independent Financial Group first reported a position in CVBF in Q1 2023 and held it in 1 quarter. The position peaked at $170K in Q1 2023. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

  • Independent Financial Group reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 10,213 CVB Financial shares in Q2 2023, an estimated $170K.
  • Independent Financial Group first reported a position in CVB Financial in Q1 2023 and held it in 1 quarter.
  • Independent Financial Group's CVB Financial position peaked at $170K in Q1 2023.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.