Allworth Financial’s CVB Financial CVBF Stock Holding History

Allworth Financial’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	$141K	Buy	6,271 +2,062	+49%	+$42.4K	﹤0.01%	1727
2026 Q1	$81.6K	Sell	4,209 -17,802	-81%	-$350K	﹤0.01%	1975
2025 Q4	$409K	Sell	22,011 -11,145	-34%	-$213K	﹤0.01%	1012
2025 Q3	$627K	Buy	33,156 +180	+0.5%	+$3.58K	﹤0.01%	810
2025 Q2	$653K	Hold	32,976	–	–	﹤0.01%	757
2025 Q1	$624K	Buy	32,976 +4,942	+18%	+$98.5K	﹤0.01%	635
2024 Q4	$580K	Buy	28,034 +27,913	+23,069%	+$590K	﹤0.01%	658
2024 Q3	$2.16K	Hold	121	–	–	﹤0.01%	2939
2024 Q2	$2.3K	Hold	121	–	–	﹤0.01%	2859
2024 Q1	$2.16K	Hold	121	–	–	﹤0.01%	2776
2023 Q4	$2.44K	Sell	121 -14	-10%	-$248	﹤0.01%	2591
2023 Q3	$2.24K	Hold	135	–	–	﹤0.01%	2489
2023 Q2	$1.79K	Buy	135 +14	+12%	+$193	﹤0.01%	2527
2023 Q1	$2.02K	Hold	121	–	–	﹤0.01%	2408
2022 Q4	$3.12K	Hold	121	–	–	﹤0.01%	2070
2022 Q3	$3K	Hold	121	–	–	﹤0.01%	2016
2022 Q2	$3K	Hold	121	–	–	﹤0.01%	1875
2022 Q1	$3K	Buy	+121	New	+$2.8K	﹤0.01%	1703

Other funds holding CVBF

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Allworth Financial's CVBF Position: Q2 2026 in Review

Allworth Financial increased its CVB Financial (CVBF) stake by 49% in Q2 2026, buying an estimated $42.4K and bringing the position to 6,271 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Allworth Financial first reported a position in CVBF in Q1 2022 and has held it in 18 quarters since. The position peaked at $653K in Q2 2025. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Allworth Financial held 6,271 shares of CVB Financial worth $141K as of Q2 2026.
Allworth Financial bought 2,062 CVB Financial shares in Q2 2026, an estimated $42.4K.
CVB Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1727 holding.
Allworth Financial first reported a position in CVB Financial in Q1 2022 and has held it in 18 quarters since.
Allworth Financial's CVB Financial position peaked at $653K in Q2 2025.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.