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CVB Financial shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in CVB Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in CVB Financial by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 14k 19.79
2025-06-30 $254k 14k 18.46
2025-03-31 $295k 14k 21.41

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Spdr Series Trust S&P 600 SMCP GRW (SLYG)
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

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