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Annis Gardner Whiting Capital Advisors’s CVB Financial CVBF Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$156 Buy
+8
New +$157 ﹤0.01% 1279
2025
Q3 		– Sell
-9
Closed -$179 – 1249
2025
Q2 		$179 Buy
+9
New +$168 ﹤0.01% 1303

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

Annis Gardner Whiting Capital Advisors's CVBF Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors opened a new position in CVB Financial (CVBF) in Q1 2026: 8 shares worth $156. The stake represents ﹤0.01% of the portfolio and ranks #1279 among its holdings. This is a return to the name: Annis Gardner Whiting Capital Advisors previously reported a position in CVBF as recently as Q2 2025.

Annis Gardner Whiting Capital Advisors first reported a position in CVBF in Q2 2025 and has held it in 2 quarters since. The position peaked at $179 in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 8 shares of CVB Financial worth $156 as of Q1 2026.
  • CVB Financial was a new Annis Gardner Whiting Capital Advisors position in Q1 2026.
  • CVB Financial made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1279 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in CVB Financial in Q2 2025 and has held it in 2 quarters since.
  • Annis Gardner Whiting Capital Advisors's CVB Financial position peaked at $179 in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.