Aquatic Capital Management’s CVB Financial CVBF Stock Holding History

Aquatic Capital Management’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	$669K	Buy	+29,686	New	+$610K	0.02%	696
2025 Q4	–	Sell	-11,072	Closed	-$209K	–	1462
2025 Q3	$209K	Buy	+11,072	New	+$220K	﹤0.01%	1085
2024 Q2	–	Sell	-47,500	Closed	-$847K	–	1305
2024 Q1	$847K	Buy	47,500 +46,500	+4,650%	+$825K	0.03%	422
2023 Q4	$20K	Sell	1,000 -3,500	-78%	-$62.1K	﹤0.01%	1218
2023 Q3	$75K	Buy	+4,500	New	+$76.3K	﹤0.01%	882
2023 Q2	–	Sell	-22,200	Closed	-$370K	–	1417
2023 Q1	$370K	Buy	22,200 +21,600	+3,600%	+$492K	0.02%	473
2022 Q4	$15K	Sell	600 -16,700	-97%	-$455K	﹤0.01%	1182
2022 Q3	$438K	Buy	17,300 +17,000	+5,667%	+$443K	0.04%	439
2022 Q2	$7K	Buy	+300	New	+$7.17K	﹤0.01%	1010
2022 Q1	–	Sell	-3,800	Closed	-$81K	–	1168
2021 Q4	$81K	Buy	+3,800	New	+$77.9K	0.16%	170

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Aquatic Capital Management's CVBF Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in CVB Financial (CVBF) in Q2 2026: 29,686 shares worth $669K. The stake represents 0.02% of the portfolio and ranks #696 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in CVBF as recently as Q3 2025.

Aquatic Capital Management first reported a position in CVBF in Q4 2021 and has held it in 10 quarters since. The position peaked at $847K in Q1 2024. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Aquatic Capital Management held 29,686 shares of CVB Financial worth $669K as of Q2 2026.
CVB Financial was a new Aquatic Capital Management position in Q2 2026.
CVB Financial made up 0.02% of Aquatic Capital Management's portfolio in Q2 2026, its #696 holding.
Aquatic Capital Management first reported a position in CVB Financial in Q4 2021 and has held it in 10 quarters since.
Aquatic Capital Management's CVB Financial position peaked at $847K in Q1 2024.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.