BHWM
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Bay Harbor Wealth Management’s CVB Financial CVBF Stock Holding History

Bay Harbor Wealth Management’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 		$310 Buy
16
+4
+33% +$79 ﹤0.01% 1093
2025
Q4 		$225 Buy
12
+3
+33% +$57 ﹤0.01% 1096
2025
Q3 		$170 Buy
9
+4
+80% +$80 ﹤0.01% 1074
2025
Q2 		$98 Buy
5
+2
+67% +$37 ﹤0.01% 1107
2025
Q1 		$55 Buy
+3
New +$60 ﹤0.01% 1013

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

Bay Harbor Wealth Management's CVBF Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its CVB Financial (CVBF) stake by 33% in Q1 2026, buying an estimated $79 and bringing the position to 16 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Bay Harbor Wealth Management 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.

  • Bay Harbor Wealth Management held 16 shares of CVB Financial worth $310 as of Q1 2026.
  • Bay Harbor Wealth Management bought 4 CVB Financial shares in Q1 2026, an estimated $79.
  • CVB Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #1093 holding.
  • Bay Harbor Wealth Management 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 Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.