Back to CVBF
KWB Wealth CVBF Position History
CVB Financial Corp.
Quarters held
4
Latest value
$304K
Q3 2026
Peak value
$317K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $261K |
| Q1 2026 | $261K |
| Q2 2026 | $317K |
| Q3 2026 | $304K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $304K | 14.0K | — | — |
| Q2 2026 | $317K | 14.0K | — | — |
| Q1 2026 | $261K | 14.0K | — | — |
| Q4 2025 | $261K | 14.0K | — | — |
Other funds holding CVBF
$256.8M
$236.9M
$236.9M
$154.3M
$67.9M