CVB Financial shares owned by Creative Planning
Quarter-by-quarter ownership of CVB Financial (CVBF) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in CVB Financial
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All positions including CVB Financial held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in CVB Financial by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 80k | 18.91 |
| 2024-12-31 | $75k | 3.5k | 21.41 |
| 2023-09-30 | $12k | 700 | 16.57 |
| 2022-03-31 | $27M | 1.2M | 23.21 |
| 2012-06-30 | $7.0k | 630 | 11.11 |