CVB Financial shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of CVB Financial (CVBF) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in CVB Financial
Tip: Access up to 7 years of quarterly data
All positions including CVB Financial held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in CVB Financial by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 63k | 18.91 |
| 2025-06-30 | $1.3M | 65k | 19.79 |
| 2025-03-31 | $1.2M | 64k | 18.46 |
| 2024-12-31 | $1.5M | 72k | 21.41 |
| 2024-09-30 | $1.3M | 72k | 17.82 |
| 2024-06-30 | $1.1M | 61k | 17.24 |
| 2024-03-31 | $1.1M | 61k | 17.84 |
| 2023-12-31 | $1.8M | 90k | 20.19 |
| 2023-09-30 | $1.3M | 77k | 16.57 |
| 2023-06-30 | $914k | 69k | 13.28 |
| 2023-03-31 | $1.1M | 66k | 16.68 |
| 2022-12-31 | $1.7M | 65k | 25.75 |
| 2022-09-30 | $1.6M | 65k | 25.32 |
| 2022-06-30 | $1.6M | 64k | 24.81 |
| 2022-03-31 | $151k | 6.5k | 23.25 |
| 2021-12-31 | $103k | 4.8k | 21.66 |
| 2021-09-30 | $99k | 4.9k | 20.32 |
| 2021-06-30 | $96k | 4.6k | 20.67 |
| 2021-03-31 | $99k | 4.5k | 22.23 |
| 2020-12-31 | $5.0k | 255 | 19.61 |
| 2019-03-31 | $3.0k | 130 | 23.08 |
More positions owned by Captrust Financial Advisors
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