WFA
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Wipfli Financial Advisors’s CVB Financial CVBF Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$12K Buy
+470
New +$12.2K ﹤0.01% 1774

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's CVBF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in CVB Financial (CVBF) in Q3 2022: 470 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1774 among its holdings.

237 funds tracked by Wall St. Rank hold CVBF as of Q3 2022.

  • Wipfli Financial Advisors held 470 shares of CVB Financial worth $12K as of Q3 2022.
  • CVB Financial was a new Wipfli Financial Advisors position in Q3 2022.
  • CVB Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1774 holding.
  • 237 funds tracked by Wall St. Rank held CVB Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.