Bergan Kdv Wealth Management, LLC Cvb Financial Corp Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Cvb Financial Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,765 shares of CVBF stock, worth $35,105. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,765
Previous 1,765
-0.0%
Holding current value
$35,105
Previous $29,000
20.69%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CVBF
# of Institutions
247Shares Held
107MCall Options Held
800Put Options Held
600-
Black Rock Inc. New York, NY20.2MShares$401 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA15.4MShares$306 Million0.01% of portfolio
-
State Street Corp Boston, MA7.44MShares$148 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX6.36MShares$126 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.16MShares$103 Million0.02% of portfolio
About CVB FINANCIAL CORP
- Ticker CVBF
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 139,804,992
- Market Cap $2.78B
- Description
- CVB Financial Corp. operates as a bank holding company for Citizens Business Bank, a state-chartered bank that provides banking and financial services to small to mid-sized businesses and individuals. It offers checking, savings, money market, and time certificates of deposit products for business and personal accounts; and serves as a federal t...