WF
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Whelan Financial’s CVB Financial CVBF Stock Holding History

Whelan Financial’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$210K Hold
10,619
– – 0.08% 63
2025
Q1 		$196K Hold
10,619
– – 0.08% 62
2024
Q4 		$227K Buy
+10,619
New +$227K 0.09% 53