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
Q2 		$474 Buy
21
+5
+31% +$103 ﹤0.01% 1078
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 $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

Bay Harbor Wealth Management's CVBF Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its CVB Financial (CVBF) stake by 31% in Q2 2026, buying an estimated $103 and bringing the position to 21 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Bay Harbor Wealth Management 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.

  • Bay Harbor Wealth Management held 21 shares of CVB Financial worth $474 as of Q2 2026.
  • Bay Harbor Wealth Management bought 5 CVB Financial shares in Q2 2026, an estimated $103.
  • CVB Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1078 holding.
  • Bay Harbor Wealth Management 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 Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.