Capital A Wealth Management »

CVB Financial shares owned by Capital A Wealth Management

Quarter-by-quarter ownership of CVB Financial (CVBF) shares owned by Capital A Wealth Management from 13F filings

Historical chart of Capital A Wealth Management investment in CVB Financial

Tip: Access up to 7 years of quarterly data

All positions including CVB Financial held by Capital A Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CVB Financial by Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5k 74 20.19

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
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Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

Top funds holding CVB Financial

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
FMR
Charles Schwab Investment Management
Parallel Advisors
Geode Capital Management
Silvercrest Asset Management Group
Hanna Zanoni
Morgan Stanley
Capital Research Global Investors
Victory Capital Management
Northern Trust
Massachusetts Financial Services

View all funds holding CVB Financial