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SpiderRock Advisors’s CVB Financial CVBF Stock Holding History

SpiderRock 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
2024
Q3 		$383K Buy
21,484
+218
+1% +$3.89K 0.01% 683
2024
Q2 		$367K Hold
21,266
– – 0.01% 628
2024
Q1 		$353K Buy
+21,266
New +$377K 0.01% 598

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SpiderRock Advisors's CVBF Position: Q3 2024 in Review

SpiderRock Advisors increased its CVB Financial (CVBF) stake by 1% in Q3 2024, buying an estimated $3.89K and bringing the position to 21,484 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #683.

SpiderRock Advisors first reported a position in CVBF in Q1 2024 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold CVBF as of Q3 2024.

  • SpiderRock Advisors held 21,484 shares of CVB Financial worth $383K as of Q3 2024.
  • SpiderRock Advisors bought 218 CVB Financial shares in Q3 2024, an estimated $3.89K.
  • CVB Financial made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #683 holding.
  • SpiderRock Advisors first reported a position in CVB Financial in Q1 2024 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held CVB Financial as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.