AlTi Global’s CVB Financial CVBF Stock Holding History

AlTi Global’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	$2.01M	Buy	+89,158	New	+$1.83M	0.04%	178

Other funds holding CVBF

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CBB

Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

AlTi Global's CVBF Position: Q2 2026 in Review

AlTi Global opened a new position in CVB Financial (CVBF) in Q2 2026: 89,158 shares worth $2.01M. The stake represents 0.04% of the portfolio and ranks #178 among its holdings.

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

AlTi Global held 89,158 shares of CVB Financial worth $2.01M as of Q2 2026.
CVB Financial was a new AlTi Global position in Q2 2026.
CVB Financial made up 0.04% of AlTi Global's portfolio in Q2 2026, its #178 holding.
118 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.