Wellington Management Group’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
1,068,605
-6,163
| -0.6% | -$122K | ﹤0.01% | 944 |
|
|
2025
Q1 | $19.8M | Buy |
1,074,768
+105,353
| +11% | +$1.94M | ﹤0.01% | 948 |
|
|
2024
Q4 | $20.8M | Buy |
969,415
+483,844
| +100% | +$10.4M | ﹤0.01% | 964 |
|
|
2024
Q3 | $8.65M | Buy |
+485,571
| New | +$8.65M | ﹤0.01% | 1204 |
|
|
2021
Q4 | – | Sell |
-17,340
| Closed | -$353K | – | 2199 |
|
|
2021
Q3 | $353K | Buy |
+17,340
| New | +$353K | ﹤0.01% | 2010 |
|
|
2017
Q2 | – | Sell |
-33,837
| Closed | -$747K | – | 2177 |
|
|
2017
Q1 | $747K | Buy |
+33,837
| New | +$747K | ﹤0.01% | 1995 |
|