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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
Q2 		– Sell
-8
Closed -$156 – 541
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
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

Annis Gardner Whiting Capital Advisors's CVBF Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 8 shares — an estimated $156 sold.

Annis Gardner Whiting Capital Advisors first reported a position in CVBF in Q2 2025 and held it in 2 quarters. The position peaked at $179 in Q2 2025. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 8 CVB Financial shares in Q2 2026, an estimated $156.
  • Annis Gardner Whiting Capital Advisors first reported a position in CVB Financial in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's CVB Financial position peaked at $179 in Q2 2025.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.