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
Q2 		$8.21K Sell
364
-5
-1% -$103 ﹤0.01% 666
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
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

Bare Financial Services's CVBF Position: Q2 2026 in Review

Bare Financial Services reduced its CVB Financial (CVBF) stake by 1.4% in Q2 2026, selling an estimated $103 and leaving 364 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Bare Financial Services first reported a position in CVBF in Q1 2025 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Bare Financial Services held 364 shares of CVB Financial worth $8.21K as of Q2 2026.
  • Bare Financial Services sold 5 CVB Financial shares in Q2 2026, an estimated $103.
  • CVB Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #666 holding.
  • Bare Financial Services first reported a position in CVB Financial in Q1 2025 and has held it in 6 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.