CVB Financial shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of CVB Financial (CVBF) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in CVB Financial
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Quarterly reported holdings in CVB Financial by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $178k | 10k | 17.82 |
| 2024-06-30 | $172k | 10k | 17.24 |
| 2024-03-31 | $178k | 10k | 17.84 |
| 2023-12-31 | $202k | 10k | 20.19 |
| 2023-09-30 | $166k | 10k | 16.57 |
| 2023-06-30 | $133k | 10k | 13.28 |
| 2023-03-31 | $167k | 10k | 16.68 |
| 2022-12-31 | $260k | 10k | 25.95 |
| 2022-09-30 | $253k | 10k | 25.30 |
| 2022-06-30 | $250k | 10k | 25.00 |
| 2022-03-31 | $232k | 10k | 23.20 |