River Oaks Capital’s CVB Financial CVBF Stock Holding History

River Oaks Capital’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 Q3	$562K	Sell	33,900 -1,300	-4%	-$22.1K	0.83%	36
2023 Q2	$467K	Buy	+35,200	New	+$485K	0.71%	38
2022 Q4	–	Sell	-1,735	Closed	-$44K	–	48
2022 Q3	$44K	Hold	1,735	–	–	0.05%	50
2022 Q2	$43K	Hold	1,735	–	–	0.05%	50
2022 Q1	$40K	Buy	+1,735	New	+$40.1K	0.04%	52

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

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

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

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

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

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

River Oaks Capital's CVBF Position: Q3 2023 in Review

River Oaks Capital reduced its CVB Financial (CVBF) stake by 3.7% in Q3 2023, selling an estimated $22.1K and leaving 33,900 shares worth $562K. The position accounts for 0.83% of the portfolio, ranked #36.

River Oaks Capital first reported a position in CVBF in Q1 2022 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold CVBF as of Q3 2023.

River Oaks Capital held 33,900 shares of CVB Financial worth $562K as of Q3 2023.
River Oaks Capital sold 1,300 CVB Financial shares in Q3 2023, an estimated $22.1K.
CVB Financial made up 0.83% of River Oaks Capital's portfolio in Q3 2023, its #36 holding.
River Oaks Capital first reported a position in CVB Financial in Q1 2022 and has held it in 5 quarters since.
214 funds tracked by Wall St. Rank held CVB Financial as of Q3 2023.

Based on River Oaks Capital's 13F filing for Q3 2023, filed 27 Oct 2023.