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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

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Quarterly reported holdings in CVB Financial by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $315k 16k 20.19
2023-09-30 $255k 15k 16.57
2023-06-30 $165k 12k 13.28

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding CVB Financial

Vanguard Group
Dimensional Fund Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Principal Financial Group
Parallel Advisors
Bank of New York Mellon
Norges Bank Investment Management
Jpmorgan Chase & Co
Citizens Business Bank
Chartwell Investment Partners
Bank of America Corporation
Voloridge Investment Management
Citadel Advisors
Bessemer

View all funds holding CVB Financial