Back to CVBF

HCR Wealth Advisors → CVBF

HCR Wealth Advisors CVBF Position History

CVB Financial Corp.

Quarters held
4
Latest value
$216K
Q3 2026
Peak value
$226K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$186K
Q1 2026$194K
Q2 2026$226K
Q3 2026$216K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$216K10.0K——
Q2 2026$226K10.0K——
Q1 2026$194K10.0K——
Q4 2025$186K10.0K——

Other funds holding CVBF

Other HCR Wealth Advisors positions

AAPL

Apple Inc

$170.3M
AAPL

Apple Inc

$148.8M
AAPL

Apple Inc

$145.3M
AAPL

Apple Inc

$129.7M
VGES

Vanguard Growth Index Fund ETF

$126.9M
VGES

Vanguard Growth Index Fund ETF

$116.7M
VGES

Vanguard High Dividend Yield Index Fund ETF

$107.4M
VGES

Vanguard Growth Index Fund ETF

$106M