Stifel Financial
CVBF icon

Stifel Financial’s CVB Financial CVBF Stock Holding History

Stifel Financial’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 		– Sell
-91,932
Closed -$1.58M – 3383
2024
Q2 		$1.58M Sell
91,932
-387
-0.4% -$6.45K ﹤0.01% 1883
2024
Q1 		$1.65M Buy
92,319
+26,737
+41% +$474K ﹤0.01% 1866
2023
Q4 		$1.32M Buy
65,582
+15,545
+31% +$276K ﹤0.01% 1964
2023
Q3 		$829K Buy
+50,037
New +$849K ﹤0.01% 2173
2014
Q4 		– Sell
-36,990
Closed -$531K – 2347
2014
Q3 		$531K Buy
+36,990
New +$570K ﹤0.01% 1488
2014
Q2 		– Sell
-31,684
Closed -$504K – 2212
2014
Q1 		$504K Buy
+31,684
New +$500K ﹤0.01% 1440

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

Stifel Financial's CVBF Position: Q3 2024 in Review

Stifel Financial sold out of CVB Financial (CVBF) in Q3 2024, closing a stake of 91,932 shares — an estimated $1.58M sold.

Stifel Financial first reported a position in CVBF in Q1 2014 and held it in 6 quarters. The position peaked at $1.65M in Q1 2024. 232 funds tracked by Wall St. Rank hold CVBF as of Q3 2024.

  • Stifel Financial reported no remaining CVB Financial position as of Q3 2024 after selling out during the quarter.
  • Stifel Financial sold 91,932 CVB Financial shares in Q3 2024, an estimated $1.58M.
  • Stifel Financial first reported a position in CVB Financial in Q1 2014 and held it in 6 quarters.
  • Stifel Financial's CVB Financial position peaked at $1.65M in Q1 2024.
  • 232 funds tracked by Wall St. Rank held CVB Financial as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.