AAP
CVBF icon

Arax Advisory Partners’s CVB Financial CVBF Stock Holding History

Arax Advisory Partners’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 		$10.4K Buy
535
+270
+102% +$5.31K ﹤0.01% 2415
2025
Q4 		$4.93K Sell
265
-2,915
-92% -$55.7K ﹤0.01% 2860
2025
Q3 		$60.1K Buy
+3,180
New +$63.3K ﹤0.01% 1740
2024
Q4 		– Sell
-197
Closed -$3.51K – 2501
2024
Q3 		$3.51K Hold
197
– – ﹤0.01% 1858
2024
Q2 		$3.4K Buy
+197
New +$3.28K ﹤0.01% 1760

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

Arax Advisory Partners's CVBF Position: Q1 2026 in Review

Arax Advisory Partners increased its CVB Financial (CVBF) stake by 102% in Q1 2026, buying an estimated $5.31K and bringing the position to 535 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Arax Advisory Partners first reported a position in CVBF in Q2 2024 and has held it in 5 quarters since. The position peaked at $60.1K in Q3 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Arax Advisory Partners held 535 shares of CVB Financial worth $10.4K as of Q1 2026.
  • Arax Advisory Partners bought 270 CVB Financial shares in Q1 2026, an estimated $5.31K.
  • CVB Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2415 holding.
  • Arax Advisory Partners first reported a position in CVB Financial in Q2 2024 and has held it in 5 quarters since.
  • Arax Advisory Partners's CVB Financial position peaked at $60.1K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.