Action Point Financial Planning’s CVB Financial CVBF Stock Holding History

Action Point Financial Planning’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 Q2	$2.41K	Buy	+109	New	+$2.24K	﹤0.01%	2173

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Action Point Financial Planning's CVBF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in CVB Financial (CVBF) in Q2 2026: 109 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #2173 among its holdings.

321 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Action Point Financial Planning held 109 shares of CVB Financial worth $2.41K as of Q2 2026.
CVB Financial was a new Action Point Financial Planning position in Q2 2026.
CVB Financial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2173 holding.
321 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.