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CVBF icon

Versor Investments’s CVB Financial CVBF Stock Holding History

Versor Investments’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
-20,200
Closed -$337K – 669
2023
Q1 		$337K Buy
20,200
+10,100
+100% +$230K 0.04% 456
2022
Q4 		$260K Buy
+10,100
New +$275K 0.02% 564
2022
Q1 		– Sell
-21,300
Closed -$456K – 637
2021
Q4 		$456K Buy
21,300
+200
+0.9% +$4.1K 0.01% 290
2021
Q3 		$430K Buy
21,100
+9,045
+75% +$179K 0.01% 292
2021
Q2 		$248K Buy
+12,055
New +$263K 0.01% 286

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

Versor Investments's CVBF Position: Q2 2023 in Review

Versor Investments sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 20,200 shares — an estimated $337K sold.

Versor Investments first reported a position in CVBF in Q2 2021 and held it in 5 quarters. The position peaked at $456K in Q4 2021. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

  • Versor Investments reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
  • Versor Investments sold 20,200 CVB Financial shares in Q2 2023, an estimated $337K.
  • Versor Investments first reported a position in CVB Financial in Q2 2021 and held it in 5 quarters.
  • Versor Investments's CVB Financial position peaked at $456K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on Versor Investments's 13F filing for Q2 2023, filed 7 Aug 2023.