Apriem Advisors’s CVB Financial CVBF Stock Holding History

Apriem 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	$778K	Hold	34,500	–	–	0.07%	99
2026 Q1	$669K	Hold	34,500	–	–	0.06%	107
2025 Q4	$642K	Hold	34,500	–	–	0.06%	107
2025 Q3	$652K	Hold	34,500	–	–	0.06%	108
2025 Q2	$683K	Hold	34,500	–	–	0.07%	100
2025 Q1	$637K	Hold	34,500	–	–	0.07%	92
2024 Q4	$739K	Hold	34,500	–	–	0.08%	88
2024 Q3	$615K	Hold	34,500	–	–	0.07%	89
2024 Q2	$595K	Hold	34,500	–	–	0.07%	91
2024 Q1	$615K	Hold	34,500	–	–	0.08%	96
2023 Q4	$697K	Hold	34,500	–	–	0.09%	82
2023 Q3	$572K	Hold	34,500	–	–	0.08%	86
2023 Q2	$458K	Hold	34,500	–	–	0.07%	103
2023 Q1	$575K	Buy	34,500 +1,000	+3%	+$22.8K	0.09%	84
2022 Q4	$863K	Hold	33,500	–	–	0.15%	67
2022 Q3	$848K	Buy	33,500 +3,000	+10%	+$78.2K	0.15%	67
2022 Q2	$757K	Hold	30,500	–	–	0.13%	71
2022 Q1	$708K	Hold	30,500	–	–	0.1%	77
2021 Q4	$653K	Hold	30,500	–	–	0.09%	82
2021 Q3	$621K	Sell	30,500 -749	-2%	-$14.8K	0.09%	79
2021 Q2	$643K	Hold	31,249	–	–	0.1%	78
2021 Q1	$690K	Hold	31,249	–	–	0.11%	76
2020 Q4	$609K	Hold	31,249	–	–	0.11%	67
2020 Q3	$520K	Sell	31,249 -1,500	-5%	-$26.8K	0.1%	73
2020 Q2	$614K	Sell	32,749 -7,712	-19%	-$147K	0.13%	67
2020 Q1	$811K	Sell	40,461 -9,200	-19%	-$185K	0.2%	56
2019 Q4	$1.07M	Buy	49,661 +3,749	+8%	+$79.4K	0.21%	49
2019 Q3	$958K	Hold	45,912	–	–	0.21%	54
2019 Q2	$966K	Hold	45,912	–	–	0.3%	54
2019 Q1	$966K	Sell	45,912 -12,726	-22%	-$279K	0.26%	52
2018 Q4	$1.19M	Buy	58,638 +26,363	+82%	+$571K	0.42%	42
2018 Q3	$720K	Buy	+32,275	New	+$762K	0.16%	66

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

Apriem Advisors's CVBF Position: Q2 2026 in Review

Apriem Advisors held its CVB Financial (CVBF) position steady in Q2 2026 at 34,500 shares worth $778K. The position accounts for 0.07% of the portfolio, ranked #99.

Apriem Advisors first reported a position in CVBF in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.19M in Q4 2018. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Apriem Advisors held 34,500 shares of CVB Financial worth $778K as of Q2 2026.
Apriem Advisors left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up 0.07% of Apriem Advisors's portfolio in Q2 2026, its #99 holding.
Apriem Advisors first reported a position in CVB Financial in Q3 2018 and has held it in 32 quarters since.
Apriem Advisors's CVB Financial position peaked at $1.19M in Q4 2018.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.