PFGIA
CVBF icon

Patriot Financial Group Insurance Agency’s CVB Financial CVBF Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-461
Closed -$11K – 729
2022
Q2 		$11K Sell
461
-89
-16% -$2.13K ﹤0.01% 1199
2022
Q1 		$13K Buy
550
+400
+267% +$9.25K ﹤0.01% 1255
2021
Q4 		$3K Sell
150
-262
-64% -$5.37K ﹤0.01% 1845
2021
Q3 		$8K Buy
412
+84
+26% +$1.66K ﹤0.01% 1545
2021
Q2 		$7K Sell
328
-68
-17% -$1.49K ﹤0.01% 1547
2021
Q1 		$9K Sell
396
-157
-28% -$3.41K ﹤0.01% 1376
2020
Q4 		$11K Hold
553
– – ﹤0.01% 1175
2020
Q3 		$9K Hold
553
– – ﹤0.01% 1051
2020
Q2 		$10K Buy
553
+20
+4% +$382 ﹤0.01% 973
2020
Q1 		$11K Buy
+533
New +$10.7K 0.01% 820

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $6.56B AUM 32.24% 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 $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CVBF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of CVB Financial (CVBF) in Q3 2022, closing a stake of 461 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in CVBF in Q1 2020 and held it in 10 quarters. The position peaked at $13K in Q1 2022. 237 funds tracked by Wall St. Rank hold CVBF as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining CVB Financial position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 461 CVB Financial shares in Q3 2022, an estimated $11K.
  • Patriot Financial Group Insurance Agency first reported a position in CVB Financial in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's CVB Financial position peaked at $13K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held CVB Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.