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Bell Investment Advisors’s CVB Financial CVBF Stock Holding History

Bell Investment Advisors’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 		$1.49K Hold
77
– – ﹤0.01% 1428
2025
Q4 		$1.43K Sell
77
-105
-58% -$2.01K ﹤0.01% 1449
2025
Q3 		$3.44K Buy
182
+25
+16% +$498 ﹤0.01% 1099
2025
Q2 		$3.11K Hold
157
– – ﹤0.01% 1184
2025
Q1 		$2.9K Sell
157
-26
-14% -$518 ﹤0.01% 1160
2024
Q4 		$3.92K Buy
183
+22
+14% +$465 ﹤0.01% 1039
2024
Q3 		$2.87K Hold
161
– – ﹤0.01% 1202
2024
Q2 		$2.78K Hold
161
– – ﹤0.01% 1216
2024
Q1 		$2.87K Hold
161
– – ﹤0.01% 1194
2023
Q4 		$3.25K Sell
161
-21
-12% -$373 ﹤0.01% 1112
2023
Q3 		$3.02K Hold
182
– – ﹤0.01% 1077
2023
Q2 		$2.42K Buy
182
+138
+314% +$1.9K ﹤0.01% 1204
2023
Q1 		$734 Buy
44
+21
+91% +$479 ﹤0.01% 1662
2022
Q4 		$592 Hold
23
– – ﹤0.01% 1732
2022
Q3 		$1K Hold
23
– – ﹤0.01% 1367
2022
Q2 		$1K Buy
+23
New +$550 ﹤0.01% 1388
2021
Q4 		$0 Sell
23
-27
-54% -$554 ﹤0.01% 1806
2021
Q3 		$1K Buy
+50
New +$987 ﹤0.01% 1332

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

Bell Investment Advisors's CVBF Position: Q1 2026 in Review

Bell Investment Advisors held its CVB Financial (CVBF) position steady in Q1 2026 at 77 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Bell Investment Advisors first reported a position in CVBF in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.92K in Q4 2024. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Bell Investment Advisors held 77 shares of CVB Financial worth $1.49K as of Q1 2026.
  • Bell Investment Advisors left its CVB Financial share count unchanged in Q1 2026.
  • CVB Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1428 holding.
  • Bell Investment Advisors first reported a position in CVB Financial in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's CVB Financial position peaked at $3.92K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.