Superior Planning, LLC’s CVB Financial CVBF Stock Holding History

Superior Planning, LLC’s Portfolio CVBF Stock Details CVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.56K	Buy	+211	New	+$4.76K	﹤0.01%	1235

Other funds holding CVBF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's CVBF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CVB Financial (CVBF) in Q3 2026: 211 shares worth $4.56K. The stake represents ﹤0.01% of the portfolio and ranks #1235 among its holdings.

210 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

Superior Planning, LLC held 211 shares of CVB Financial worth $4.56K as of Q3 2026.
CVB Financial was a new Superior Planning, LLC position in Q3 2026.
CVB Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1235 holding.
210 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.