Back to CVBF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CVBF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CVBF Position History
CVB Financial Corp.
Quarters held
4
Latest value
$611K
Q3 2026
Peak value
$612K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $214K |
| Q1 2026 | $361K |
| Q2 2026 | $612K |
| Q3 2026 | $611K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $611K | 37.5K | — | — |
| Q2 2026 | $612K | 36.5K | — | — |
| Q1 2026 | $361K | 18.4K | — | — |
| Q4 2025 | $214K | 11.1K | — | — |
Other funds holding CVBF
$256.8M
$236.9M
$236.9M
$154.3M
$67.9M