Advisory Services Network’s CVB Financial CVBF Stock Holding History

Advisory Services Network’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	–	Sell	-130	Closed	-$2.52K	–	2705
2026 Q1	$2.52K	Buy	+130	New	+$2.56K	﹤0.01%	4080
2025 Q4	–	Sell	-20	Closed	-$378	–	2349
2025 Q3	$378	Buy	+20	New	+$398	﹤0.01%	4098

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

Advisory Services Network's CVBF Position: Q2 2026 in Review

Advisory Services Network sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 130 shares — an estimated $2.52K sold.

Advisory Services Network first reported a position in CVBF in Q3 2025 and held it in 2 quarters. The position peaked at $2.52K in Q1 2026. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Advisory Services Network reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 130 CVB Financial shares in Q2 2026, an estimated $2.52K.
Advisory Services Network first reported a position in CVB Financial in Q3 2025 and held it in 2 quarters.
Advisory Services Network's CVB Financial position peaked at $2.52K in Q1 2026.
324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.