TD Asset Management
CVBF icon

TD Asset Management’s CVB Financial CVBF Stock Holding History

TD Asset Management’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
Q2 		– Sell
-231,300
Closed -$3.86M – 1423
2023
Q1 		$3.86M Buy
231,300
+29,300
+15% +$668K ﹤0.01% 807
2022
Q4 		$5.2M Buy
202,000
+5,900
+3% +$161K 0.01% 744
2022
Q3 		$5M Buy
196,100
+56,900
+41% +$1.48M 0.01% 753
2022
Q2 		$3.45M Buy
139,200
+10,700
+8% +$256K ﹤0.01% 855
2022
Q1 		$2.98M Buy
128,500
+33,500
+35% +$775K ﹤0.01% 964
2021
Q4 		$2.03M Buy
95,000
+10,700
+13% +$219K ﹤0.01% 1127
2021
Q3 		$1.72M Buy
84,300
+6,800
+9% +$134K ﹤0.01% 1129
2021
Q2 		$1.48M Sell
77,500
-17,900
-19% -$391K ﹤0.01% 1170
2021
Q1 		$2.11M Buy
95,400
+31,000
+48% +$674K ﹤0.01% 1089
2020
Q4 		$1.26M Buy
64,400
+25,600
+66% +$484K ﹤0.01% 1131
2020
Q3 		$645K Buy
38,800
+2,900
+8% +$51.8K ﹤0.01% 1187
2020
Q2 		$673K Buy
+35,900
New +$685K ﹤0.01% 1154

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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TD Asset Management's CVBF Position: Q2 2023 in Review

TD Asset Management sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 231,300 shares — an estimated $3.86M sold.

TD Asset Management first reported a position in CVBF in Q2 2020 and held it in 12 quarters. The position peaked at $5.2M in Q4 2022. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

  • TD Asset Management reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
  • TD Asset Management sold 231,300 CVB Financial shares in Q2 2023, an estimated $3.86M.
  • TD Asset Management first reported a position in CVB Financial in Q2 2020 and held it in 12 quarters.
  • TD Asset Management's CVB Financial position peaked at $5.2M in Q4 2022.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on TD Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.