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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

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Quarterly 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