Wellington Management Group
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Wellington Management Group’s CVB Financial CVBF Stock Holding History

Wellington Management Group’s Portfolio CVBF Stock Details CVBF Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$20.1M Sell
2025
Q2 		$21.1M Sell
2025
Q1 		$19.8M Buy
2024
Q4 		$20.8M Buy
2024
Q3 		$8.65M Buy
2021
Q4 		– Sell
2021
Q3 		$353K Buy
2017
Q2 		– Sell
2017
Q1 		$747K Buy