LC
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Lindbrook Capital’s CVB Financial CVBF Stock Holding History

Lindbrook 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
2021
Q1 		– Sell
-17
Closed – – 1888
2020
Q4 		$0 Hold
17
– – ﹤0.01% 1790
2020
Q3 		$0 Sell
17
-28
-62% -$500 ﹤0.01% 1761
2020
Q2 		$1K Sell
45
-50
-53% -$954 ﹤0.01% 1534
2020
Q1 		$2K Buy
95
+50
+111% +$1.01K ﹤0.01% 1273
2019
Q4 		$1K Hold
45
– – ﹤0.01% 1370
2019
Q3 		$1K Sell
45
-45
-50% -$941 ﹤0.01% 1345
2019
Q2 		$1K Hold
90
– – ﹤0.01% 1315
2019
Q1 		$1K Hold
90
– – ﹤0.01% 1292
2018
Q4 		$1K Buy
+90
New +$1.95K ﹤0.01% 1243

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lindbrook Capital's CVBF Position: Q1 2021 in Review

Lindbrook Capital sold out of CVB Financial (CVBF) in Q1 2021, closing a stake of 17 shares.

Lindbrook Capital first reported a position in CVBF in Q4 2018 and held it in 9 quarters. The position peaked at $2K in Q1 2020. 181 funds tracked by Wall St. Rank hold CVBF as of Q1 2021.

  • Lindbrook Capital reported no remaining CVB Financial position as of Q1 2021 after selling out during the quarter.
  • Lindbrook Capital sold 17 CVB Financial shares in Q1 2021.
  • Lindbrook Capital first reported a position in CVB Financial in Q4 2018 and held it in 9 quarters.
  • Lindbrook Capital's CVB Financial position peaked at $2K in Q1 2020.
  • 181 funds tracked by Wall St. Rank held CVB Financial as of Q1 2021.

Based on Lindbrook Capital's 13F filing for Q1 2021, filed 28 Apr 2021.