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CVB Financial shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of CVB Financial (CVBF) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in CVB Financial

Tip: Access up to 7 years of quarterly data

All positions including CVB Financial held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CVB Financial by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $206k 10k 20.19
2023-09-30 $169k 10k 16.57
2023-06-30 $135k 10k 13.28
2020-12-31 $4.2k 280 14.93

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Vaneck Ig Floating Rate Etf Etf (FLTR)
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Amazon.com Stock (AMZN)
Fs Kkr Cap Corp Cef (FSK)
Nvidia Corp Stock (NVDA)
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Ishares Aggregate Bond Etf Etf (AGG)

View all positions for Pinnacle Wealth Planning Services

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