Bank of Montreal’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $325K | Buy |
14,394
+4,148
| +40% | +$85.2K | ﹤0.01% | 2724 |
|
|
2026
Q1 | $199K | Sell |
10,246
-2,789
| -21% | -$54.8K | ﹤0.01% | 2926 |
|
|
2025
Q4 | $242K | Sell |
13,035
-308
| -2% | -$5.89K | ﹤0.01% | 2728 |
|
|
2025
Q3 | $252K | Sell |
13,343
-11,654
| -47% | -$232K | ﹤0.01% | 2633 |
|
|
2025
Q2 | $495K | Sell |
24,997
-149
| -0.6% | -$2.77K | ﹤0.01% | 2288 |
|
|
2025
Q1 | $464K | Buy |
25,146
+4,701
| +23% | +$93.7K | ﹤0.01% | 2247 |
|
|
2024
Q4 | $438K | Buy |
20,445
+1,942
| +10% | +$41.1K | ﹤0.01% | 2317 |
|
|
2024
Q3 | $328K | Sell |
18,503
-51,569
| -74% | -$920K | ﹤0.01% | 2710 |
|
|
2024
Q2 | $1.21M | Buy |
70,072
+49,333
| +238% | +$822K | ﹤0.01% | 1926 |
|
|
2024
Q1 | $370K | Buy |
20,739
+862
| +4% | +$15.3K | ﹤0.01% | 2642 |
|
|
2023
Q4 | $410K | Buy |
19,877
+1,105
| +6% | +$19.6K | ﹤0.01% | 2648 |
|
|
2023
Q3 | $325K | Sell |
18,772
-674
| -3% | -$11.4K | ﹤0.01% | 2745 |
|
|
2023
Q2 | $290K | Buy |
19,446
+525
| +3% | +$7.24K | ﹤0.01% | 2970 |
|
|
2023
Q1 | $457K | Sell |
18,921
-736
| -4% | -$16.8K | ﹤0.01% | 2510 |
|
|
2022
Q4 | $517K | Buy |
19,657
+4,095
| +26% | +$112K | ﹤0.01% | 2587 |
|
|
2022
Q3 | $397 | Sell |
15,562
-229
| -1% | -$5.97K | ﹤0.01% | 2738 |
|
|
2022
Q2 | $402 | Sell |
15,791
-24,437
| -61% | -$584K | ﹤0.01% | 2825 |
|
|
2022
Q1 | $942K | Buy |
40,228
+2,135
| +6% | +$49.4K | ﹤0.01% | 2390 |
|
|
2021
Q4 | $816K | Sell |
38,093
-8,317
| -18% | -$171K | ﹤0.01% | 2078 |
|
|
2021
Q3 | $958K | Sell |
46,410
-3,293
| -7% | -$65K | ﹤0.01% | 2525 |
|
|
2021
Q2 | $1.09M | Buy |
49,703
+8,032
| +19% | +$175K | ﹤0.01% | 2433 |
|
|
2021
Q1 | $915K | Buy |
41,671
+2,063
| +5% | +$44.9K | ﹤0.01% | 2261 |
|
|
2020
Q4 | $852K | Buy |
39,608
+22,274
| +128% | +$422K | ﹤0.01% | 2349 |
|
|
2020
Q3 | $300K | Sell |
17,334
-3,978
| -19% | -$71K | ﹤0.01% | 2545 |
|
|
2020
Q2 | $355K | Buy |
21,312
+11,676
| +121% | +$223K | ﹤0.01% | 2445 |
|
|
2020
Q1 | $191K | Sell |
9,636
-16,113
| -63% | -$324K | ﹤0.01% | 2344 |
|
|
2019
Q4 | $556K | Buy |
25,749
+5,049
| +24% | +$107K | ﹤0.01% | 2611 |
|
|
2019
Q3 | $432K | Buy |
20,700
+1,321
| +7% | +$27.6K | ﹤0.01% | 2491 |
|
|
2019
Q2 | $407K | Buy |
19,379
+11,155
| +136% | +$238K | ﹤0.01% | 2538 |
|
|
2019
Q1 | $172K | Sell |
8,224
-1,565
| -16% | -$34.3K | ﹤0.01% | 2787 |
|
|
2018
Q4 | $198K | Buy |
9,789
+797
| +9% | +$17.3K | ﹤0.01% | 2585 |
|
|
2018
Q3 | $201K | Buy |
8,992
+32
| +0.4% | +$755 | ﹤0.01% | 2746 |
|
|
2018
Q2 | $202K | Buy |
8,960
+736
| +9% | +$16.9K | ﹤0.01% | 2750 |
|
|
2018
Q1 | $185K | Sell |
8,224
-13
| -0.2% | -$306 | ﹤0.01% | 2666 |
|
|
2017
Q4 | $194K | Sell |
8,237
-9
| -0.1% | -$214 | ﹤0.01% | 2692 |
|
|
2017
Q3 | $199K | Hold |
8,246
| – | – | ﹤0.01% | 2668 |
|
|
2017
Q2 | $185K | Buy |
8,246
+85
| +1% | +$1.82K | ﹤0.01% | 2692 |
|
|
2017
Q1 | $180K | Buy |
8,161
+649
| +9% | +$14.8K | ﹤0.01% | 2528 |
|
|
2016
Q4 | $156K | Hold |
7,512
| – | – | ﹤0.01% | 2611 |
|
|
2016
Q3 | $132K | Hold |
7,512
| – | – | ﹤0.01% | 2628 |
|
|
2016
Q2 | $123K | Hold |
7,512
| – | – | ﹤0.01% | 2717 |
|
|
2016
Q1 | $131K | Buy |
7,512
+45
| +0.6% | +$710 | ﹤0.01% | 2678 |
|
|
2015
Q4 | $126K | Buy |
7,467
+2,564
| +52% | +$44.9K | ﹤0.01% | 2660 |
|
|
2015
Q3 | $82K | Sell |
4,903
-739
| -13% | -$12.6K | ﹤0.01% | 2721 |
|
|
2015
Q2 | $99K | Buy |
5,642
+4,096
| +265% | +$67.4K | ﹤0.01% | 2757 |
|
|
2015
Q1 | $25K | Hold |
1,546
| – | – | ﹤0.01% | 3180 |
|
|
2014
Q4 | $25K | Hold |
1,546
| – | – | ﹤0.01% | 3287 |
|
|
2014
Q3 | $22K | Sell |
1,546
-2,307
| -60% | -$35.5K | ﹤0.01% | 3430 |
|
|
2014
Q2 | $62K | Buy |
3,853
+2,290
| +147% | +$34.5K | ﹤0.01% | 3105 |
|
|
2014
Q1 | $25K | Buy |
1,563
+915
| +141% | +$14.4K | ﹤0.01% | 3403 |
|
|
2013
Q4 | $11K | Hold |
648
| – | – | ﹤0.01% | 3376 |
|
|
2013
Q3 | $9K | Hold |
648
| – | – | ﹤0.01% | 3452 |
|
|
2013
Q2 | $8K | Buy |
+648
| New | +$7.22K | ﹤0.01% | 3346 |
|
Other funds holding CVBF
PA
HAM
Bank of Montreal's CVBF Position: Q2 2026 in Review
Bank of Montreal increased its CVB Financial (CVBF) stake by 40% in Q2 2026, buying an estimated $85.2K and bringing the position to 14,394 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.
Bank of Montreal first reported a position in CVBF in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.21M in Q2 2024. 301 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.
- Bank of Montreal held 14,394 shares of CVB Financial worth $325K as of Q2 2026.
- Bank of Montreal bought 4,148 CVB Financial shares in Q2 2026, an estimated $85.2K.
- CVB Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2724 holding.
- Bank of Montreal first reported a position in CVB Financial in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's CVB Financial position peaked at $1.21M in Q2 2024.
- 301 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.