Kestra Investment Management’s CVB Financial CVBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$246K	Buy	13,225 +1,040	+9%	+$19.3K	﹤0.01%	456
2025 Q1	$225K	Hold	12,185	–	–	0.01%	363
2024 Q4	$261K	Buy	+12,185	New	+$261K	0.01%	318