Back to CVBF
Creative Planning CVBF Position History
CVB Financial Corp.
Quarters held
8
Latest value
$5M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $26K |
| Q3 2025 | $1.5M |
| Q4 2025 | $1.9M |
| Q1 2026 | $1.4M |
| Q2 2026 | $107K |
| Q2 2026 | $5.3M |
| Q3 2026 | $102K |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 232.6K | — | — |
| Q3 2026 | $102K | 4.7K | — | — |
| Q2 2026 | $5.3M | 235.6K | — | — |
| Q2 2026 | $107K | 4.7K | — | — |
| Q1 2026 | $1.4M | 73.1K | — | — |
| Q4 2025 | $1.9M | 103.6K | — | — |
| Q3 2025 | $1.5M | 78.7K | — | — |
| Q3 2025 | $26K | 1.4K | — | — |
Other funds holding CVBF
$256.8M
$236.9M
$236.9M
$154.3M
$79.6M
$75.6M
$72.3M