Ankerstar Wealth’s CVB Financial CVBF Stock Holding History

Ankerstar Wealth’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	$316	Hold	14	–	–	﹤0.01%	789
2026 Q1	$271	Hold	14	–	–	﹤0.01%	784
2025 Q4	$263	Buy	+14	New	+$268	﹤0.01%	820

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

Ankerstar Wealth's CVBF Position: Q2 2026 in Review

Ankerstar Wealth held its CVB Financial (CVBF) position steady in Q2 2026 at 14 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Ankerstar Wealth first reported a position in CVBF in Q4 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Ankerstar Wealth held 14 shares of CVB Financial worth $316 as of Q2 2026.
Ankerstar Wealth left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #789 holding.
Ankerstar Wealth first reported a position in CVB Financial in Q4 2025 and has held it in 3 quarters since.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.