BFG
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Bleakley Financial Group’s CVB Financial CVBF Stock Holding History

Bleakley Financial Group’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 		$1.06M Buy
47,017
+23,750
+102% +$488K 0.01% 635
2026
Q1 		$451K Sell
23,267
-2,144
-8% -$42.2K 0.01% 654
2025
Q4 		$473K Buy
+25,411
New +$486K 0.01% 594

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

Bleakley Financial Group's CVBF Position: Q2 2026 in Review

Bleakley Financial Group increased its CVB Financial (CVBF) stake by 102% in Q2 2026, buying an estimated $488K and bringing the position to 47,017 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #635.

Bleakley Financial Group first reported a position in CVBF in Q4 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Bleakley Financial Group held 47,017 shares of CVB Financial worth $1.06M as of Q2 2026.
  • Bleakley Financial Group bought 23,750 CVB Financial shares in Q2 2026, an estimated $488K.
  • CVB Financial made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #635 holding.
  • Bleakley Financial Group first reported a position in CVB Financial in Q4 2025 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.