CVB Financial shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of CVB Financial (CVBF) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in CVB Financial
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All positions including CVB Financial held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in CVB Financial by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $583k | 31k | 18.91 |
| 2025-06-30 | $605k | 31k | 19.79 |
| 2025-03-31 | $521k | 28k | 18.46 |
| 2024-12-31 | $580k | 27k | 21.53 |
| 2024-09-30 | $407k | 23k | 17.82 |
| 2024-06-30 | $390k | 23k | 17.24 |
| 2024-03-31 | $409k | 23k | 17.84 |
| 2023-12-31 | $315k | 16k | 20.19 |
| 2023-09-30 | $255k | 15k | 16.57 |
| 2023-06-30 | $165k | 12k | 13.28 |
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