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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Advisory Services Network's CVBF Position: Q1 2026 in Review

Advisory Services Network opened a new position in CVB Financial (CVBF) in Q1 2026: 130 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #4080 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CVBF as recently as Q3 2025.

Advisory Services Network first reported a position in CVBF in Q3 2025 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Advisory Services Network held 130 shares of CVB Financial worth $2.52K as of Q1 2026.
  • CVB Financial was a new Advisory Services Network position in Q1 2026.
  • CVB Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4080 holding.
  • Advisory Services Network first reported a position in CVB Financial in Q3 2025 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.