MIAN
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Mariner Independent Advisor Network’s CVB Financial CVBF Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$921K Buy
36,371
+20
+0.1% +$521 0.04% 387
2022
Q2 		$897K Buy
36,351
+2,342
+7% +$56K 0.04% 388
2022
Q1 		$788K Buy
+34,009
New +$787K 0.03% 395
2021
Q4 		– Sell
-26,185
Closed -$533K – 462
2021
Q3 		$533K Hold
26,185
– – 0.03% 393
2021
Q2 		$539K Hold
26,185
– – 0.02% 411
2021
Q1 		$578K Hold
26,185
– – 0.03% 352
2020
Q4 		$511K Sell
26,185
-22,455
-46% -$425K 0.03% 347
2020
Q3 		$809K Hold
48,640
– – 0.07% 231
2020
Q2 		$886K Hold
48,640
– – 0.08% 221
2020
Q1 		$938K Hold
48,640
– – 0.08% 221
2019
Q4 		$1.05M Hold
48,640
– – 0.08% 244
2019
Q3 		$992K Hold
48,640
– – 0.08% 248
2019
Q2 		$1.02M Hold
48,640
– – 0.08% 235
2019
Q1 		$1.04M Hold
48,640
– – 0.09% 228
2018
Q4 		$1.06M Buy
+48,640
New +$1.05M 0.09% 220
2018
Q2 		– Sell
-70,893
Closed -$1.6M – 171
2018
Q1 		$1.6M Buy
70,893
+53
+0.1% +$1.25K 0.1% 166
2017
Q4 		$1.69M Buy
+70,840
New +$1.68M 0.18% 133

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mariner Independent Advisor Network's CVBF Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its CVB Financial (CVBF) stake by 0.06% in Q3 2022, buying an estimated $521 and bringing the position to 36,371 shares worth $921K. The position accounts for 0.04% of the portfolio, ranked #387.

Mariner Independent Advisor Network first reported a position in CVBF in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.69M in Q4 2017. 237 funds tracked by Wall St. Rank hold CVBF as of Q3 2022.

  • Mariner Independent Advisor Network held 36,371 shares of CVB Financial worth $921K as of Q3 2022.
  • Mariner Independent Advisor Network bought 20 CVB Financial shares in Q3 2022, an estimated $521.
  • CVB Financial made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #387 holding.
  • Mariner Independent Advisor Network first reported a position in CVB Financial in Q4 2017 and has held it in 17 quarters since.
  • Mariner Independent Advisor Network's CVB Financial position peaked at $1.69M in Q4 2017.
  • 237 funds tracked by Wall St. Rank held CVB Financial as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.