Back to CVBF
Pinnacle Wealth Planning Services, Inc. → CVBF
Pinnacle Wealth Planning Services, Inc. CVBF Position History
CVB Financial Corp.
Quarters held
4
Latest value
$181K
Q3 2026
Peak value
$188K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $147K |
| Q1 2026 | $150K |
| Q2 2026 | $188K |
| Q3 2026 | $181K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $181K | 8.4K | — | — |
| Q2 2026 | $188K | 8.3K | — | — |
| Q1 2026 | $150K | 7.7K | — | — |
| Q4 2025 | $147K | 7.9K | — | — |
Other funds holding CVBF
$256.8M
$236.9M
$236.9M
$154.3M
$67.9M