CVB Financial shares owned by Whelan Financial
Quarter-by-quarter ownership of CVB Financial (CVBF) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in CVB Financial
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All positions including CVB Financial held by Whelan Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in CVB Financial by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $201k | 11k | 18.91 |
| 2025-06-30 | $210k | 11k | 19.79 |
| 2025-03-31 | $196k | 11k | 18.46 |
| 2024-12-31 | $227k | 11k | 21.41 |