SFG
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Steward Financial Group’s CVB Financial CVBF Stock Holding History

Steward Financial Group’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 		$1K Buy
+95
New +$1.61K ﹤0.01% 1126
2022
Q3 		– Sell
-59
Closed -$1K – 378
2022
Q2 		$1K Buy
+59
New +$1.41K ﹤0.01% 709

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Steward Financial Group's CVBF Position: Q3 2023 in Review

Steward Financial Group opened a new position in CVB Financial (CVBF) in Q3 2023: 95 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CVBF as recently as Q2 2022.

Steward Financial Group first reported a position in CVBF in Q2 2022 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold CVBF as of Q3 2023.

  • Steward Financial Group held 95 shares of CVB Financial worth $1K as of Q3 2023.
  • CVB Financial was a new Steward Financial Group position in Q3 2023.
  • CVB Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1126 holding.
  • Steward Financial Group first reported a position in CVB Financial in Q2 2022 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.