PFO
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Pathstone Family Office’s CVB Financial CVBF Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-9,702
Closed -$250K – 1279
2022
Q4 		$250K Sell
9,702
-62
-0.6% -$1.69K ﹤0.01% 1302
2022
Q3 		$248K Buy
+9,764
New +$254K ﹤0.01% 1277

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Family Office's CVBF Position: Q1 2023 in Review

Pathstone Family Office sold out of CVB Financial (CVBF) in Q1 2023, closing a stake of 9,702 shares — an estimated $250K sold.

Pathstone Family Office first reported a position in CVBF in Q3 2022 and held it in 2 quarters. The position peaked at $250K in Q4 2022. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2023.

  • Pathstone Family Office reported no remaining CVB Financial position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 9,702 CVB Financial shares in Q1 2023, an estimated $250K.
  • Pathstone Family Office first reported a position in CVB Financial in Q3 2022 and held it in 2 quarters.
  • Pathstone Family Office's CVB Financial position peaked at $250K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.