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Planned Solutions’s CVB Financial CVBF Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-101
Closed -$1.8K – 226
2024
Q3 		$1.8K Buy
+101
New +$1.8K ﹤0.01% 556

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Planned Solutions's CVBF Position: Q4 2024 in Review

Planned Solutions sold out of CVB Financial (CVBF) in Q4 2024, closing a stake of 101 shares — an estimated $1.8K sold.

Planned Solutions first reported a position in CVBF in Q3 2024 and held it in 1 quarter. The position peaked at $1.8K in Q3 2024. 230 funds tracked by Wall St. Rank hold CVBF as of Q4 2024.

  • Planned Solutions reported no remaining CVB Financial position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 101 CVB Financial shares in Q4 2024, an estimated $1.8K.
  • Planned Solutions first reported a position in CVB Financial in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's CVB Financial position peaked at $1.8K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held CVB Financial as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.