BFS
CVBF icon

Bare Financial Services’s CVB Financial CVBF Stock Holding History

Bare Financial Services’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 		$7.16K Buy
369
+31
+9% +$610 ﹤0.01% 503
2025
Q4 		$6.29K Buy
338
+110
+48% +$2.1K ﹤0.01% 441
2025
Q3 		$4.31K Sell
228
-24
-10% -$478 ﹤0.01% 600
2025
Q2 		$4.99K Buy
252
+188
+294% +$3.5K ﹤0.01% 479
2025
Q1 		$1.18K Buy
+64
New +$1.27K ﹤0.01% 491

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

Bare Financial Services's CVBF Position: Q1 2026 in Review

Bare Financial Services increased its CVB Financial (CVBF) stake by 9.2% in Q1 2026, buying an estimated $610 and bringing the position to 369 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Bare Financial Services first reported a position in CVBF in Q1 2025 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Bare Financial Services held 369 shares of CVB Financial worth $7.16K as of Q1 2026.
  • Bare Financial Services bought 31 CVB Financial shares in Q1 2026, an estimated $610.
  • CVB Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #503 holding.
  • Bare Financial Services first reported a position in CVB Financial in Q1 2025 and has held it in 5 quarters since.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.