Reilly Financial Advisors’s CVB Financial CVBF Stock Holding History

Reilly Financial Advisors’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 Q4	$64K	Hold	3,000	–	–	﹤0.01%	364
2021 Q3	$61K	Hold	3,000	–	–	0.01%	344
2021 Q2	$62K	Hold	3,000	–	–	0.01%	341
2021 Q1	$66K	Hold	3,000	–	–	0.01%	314
2020 Q4	$59K	Hold	3,000	–	–	0.01%	311
2020 Q3	$50K	Hold	3,000	–	–	0.01%	299
2020 Q2	$56K	Hold	3,000	–	–	0.01%	297
2020 Q1	$60K	Hold	3,000	–	–	0.01%	267
2019 Q4	$65K	Hold	3,000	–	–	0.01%	299
2019 Q3	$63K	Hold	3,000	–	–	0.01%	315
2019 Q2	$63K	Hold	3,000	–	–	0.01%	321
2019 Q1	$63K	Hold	3,000	–	–	0.01%	305
2018 Q4	$61K	Hold	3,000	–	–	0.01%	290
2018 Q3	$67K	Hold	3,000	–	–	0.01%	308
2018 Q2	$67K	Hold	3,000	–	–	0.01%	262
2018 Q1	$68K	Hold	3,000	–	–	0.01%	265
2017 Q4	$71K	Hold	3,000	–	–	0.01%	275
2017 Q3	$73K	Hold	3,000	–	–	0.01%	259
2017 Q2	$67K	Hold	3,000	–	–	0.01%	266
2017 Q1	$66K	Hold	3,000	–	–	0.01%	254
2016 Q4	$69K	Hold	3,000	–	–	0.01%	237
2016 Q3	$53K	Buy	3,000 +1,000	+50%	+$17K	0.01%	255
2016 Q2	$33K	Hold	2,000	–	–	0.01%	309
2016 Q1	$35K	Hold	2,000	–	–	0.01%	450
2015 Q4	$34K	Buy	+2,000	New	+$35K	0.01%	465

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Reilly Financial Advisors's CVBF Position: Q4 2021 in Review

Reilly Financial Advisors held its CVB Financial (CVBF) position steady in Q4 2021 at 3,000 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Reilly Financial Advisors first reported a position in CVBF in Q4 2015 and has held it in 25 quarters since. The position peaked at $73K in Q3 2017. 185 funds tracked by Wall St. Rank hold CVBF as of Q4 2021.

Reilly Financial Advisors held 3,000 shares of CVB Financial worth $64K as of Q4 2021.
Reilly Financial Advisors left its CVB Financial share count unchanged in Q4 2021.
CVB Financial made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #364 holding.
Reilly Financial Advisors first reported a position in CVB Financial in Q4 2015 and has held it in 25 quarters since.
Reilly Financial Advisors's CVB Financial position peaked at $73K in Q3 2017.
185 funds tracked by Wall St. Rank held CVB Financial as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.