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CVB Financial shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in CVB Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in CVB Financial by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $612k 37k 16.77
2025-12-31 $214k 11k 19.26

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View all positions for Wealth Enhancement Advisory Services

Top funds holding CVB Financial

BlackRock
Vanguard Portfolio Management
Dimensional Fund Advisors
FMR
State Street Corporation
Vanguard Capital Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Geode Capital Management
Parallel Advisors
HoldCo Asset Management
Arrowstreet Capital, Limited Partnership
Silvercrest Asset Management Group
Morgan Stanley
Victory Capital Management

View all funds holding CVB Financial