USAA
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United Services Automobile Association’s CVB Financial CVBF Stock Holding History

United Services Automobile Association’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
Q1 		– Sell
-11,434
Closed -$295K – 374
2022
Q4 		$295K Sell
11,434
-3,059
-21% -$83.3K 0.01% 505
2022
Q3 		$367K Hold
14,493
– – 0.01% 487
2022
Q2 		$360K Buy
+14,493
New +$346K 0.01% 489
2019
Q3 		– Sell
-15,723
Closed -$331K – 737
2019
Q2 		$331K Hold
15,723
– – ﹤0.01% 1823
2019
Q1 		$331K Hold
15,723
– – ﹤0.01% 1839
2018
Q4 		$318K Hold
15,723
– – ﹤0.01% 1789
2018
Q3 		$351K Sell
15,723
-1,127
-7% -$26.6K ﹤0.01% 1856
2018
Q2 		$378K Buy
16,850
+1,843
+12% +$42.4K ﹤0.01% 1814
2018
Q1 		$340K Buy
+15,007
New +$353K ﹤0.01% 1847

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Services Automobile Association's CVBF Position: Q1 2023 in Review

United Services Automobile Association sold out of CVB Financial (CVBF) in Q1 2023, closing a stake of 11,434 shares — an estimated $295K sold.

United Services Automobile Association first reported a position in CVBF in Q1 2018 and held it in 9 quarters. The position peaked at $378K in Q2 2018. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2023.

  • United Services Automobile Association reported no remaining CVB Financial position as of Q1 2023 after selling out during the quarter.
  • United Services Automobile Association sold 11,434 CVB Financial shares in Q1 2023, an estimated $295K.
  • United Services Automobile Association first reported a position in CVB Financial in Q1 2018 and held it in 9 quarters.
  • United Services Automobile Association's CVB Financial position peaked at $378K in Q2 2018.
  • 238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2023.

Based on United Services Automobile Association's 13F filing for Q1 2023, filed 15 May 2023.