Atom Investors’s CVB Financial CVBF Stock Holding History

Atom Investors’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	$3.46M	Sell	153,349 -25,898	-14%	-$532K	0.31%	54
2026 Q1	$3.48M	Buy	+179,247	New	+$3.52M	0.25%	126
2020 Q4	–	Sell	-10,066	Closed	-$167K	–	417
2020 Q3	$167K	Buy	+10,066	New	+$180K	0.02%	399
2019 Q2	–	Sell	-15,615	Closed	-$329K	–	449
2019 Q1	$329K	Sell	15,615 -45,411	-74%	-$996K	0.03%	409
2018 Q4	$1.24M	Buy	+61,026	New	+$1.32M	0.12%	293

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

Atom Investors's CVBF Position: Q2 2026 in Review

Atom Investors reduced its CVB Financial (CVBF) stake by 14% in Q2 2026, selling an estimated $532K and leaving 153,349 shares worth $3.46M. The position accounts for 0.31% of the portfolio, ranked #54.

Atom Investors first reported a position in CVBF in Q4 2018 and has held it in 5 quarters since. The position peaked at $3.48M in Q1 2026. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Atom Investors held 153,349 shares of CVB Financial worth $3.46M as of Q2 2026.
Atom Investors sold 25,898 CVB Financial shares in Q2 2026, an estimated $532K.
CVB Financial made up 0.31% of Atom Investors's portfolio in Q2 2026, its #54 holding.
Atom Investors first reported a position in CVB Financial in Q4 2018 and has held it in 5 quarters since.
Atom Investors's CVB Financial position peaked at $3.48M in Q1 2026.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.