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CVB Financial shares owned by Momentous Wealth Management

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

Historical chart of Momentous Wealth Management investment in CVB Financial

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

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Quarterly reported holdings in CVB Financial by Momentous Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.3M 118k 19.79
2025-03-31 $2.2M 118k 18.46

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View all positions for Momentous 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
Capital Research Global Investors
Victory Capital Management
Massachusetts Financial Services
Northern Trust
American Century Companies

View all funds holding CVB Financial