AFC
CVBF icon

Ares Financial Consulting’s CVB Financial CVBF Stock Holding History

Ares Financial Consulting’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 		$9.79K Hold
434
– – 0.01% 571
2026
Q1 		$8.46K Hold
434
– – 0.01% 578
2025
Q4 		$8.07K Buy
+434
New +$8.3K 0.01% 389

Other funds holding CVBF

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Ares Financial Consulting's CVBF Position: Q2 2026 in Review

Ares Financial Consulting held its CVB Financial (CVBF) position steady in Q2 2026 at 434 shares worth $9.79K. The position accounts for 0.01% of the portfolio, ranked #571.

Ares Financial Consulting first reported a position in CVBF in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Ares Financial Consulting held 434 shares of CVB Financial worth $9.79K as of Q2 2026.
  • Ares Financial Consulting left its CVB Financial share count unchanged in Q2 2026.
  • CVB Financial made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #571 holding.
  • Ares Financial Consulting first reported a position in CVB Financial in Q4 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.