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
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 $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

Bleakley Financial Group's CVBF Position: Q1 2026 in Review

Bleakley Financial Group reduced its CVB Financial (CVBF) stake by 8.4% in Q1 2026, selling an estimated $42.2K and leaving 23,267 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #654.

Bleakley Financial Group first reported a position in CVBF in Q4 2025 and has held it in 2 quarters since. The position peaked at $473K in Q4 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Bleakley Financial Group held 23,267 shares of CVB Financial worth $451K as of Q1 2026.
  • Bleakley Financial Group sold 2,144 CVB Financial shares in Q1 2026, an estimated $42.2K.
  • CVB Financial made up 0.01% of Bleakley Financial Group's portfolio in Q1 2026, its #654 holding.
  • Bleakley Financial Group first reported a position in CVB Financial in Q4 2025 and has held it in 2 quarters since.
  • Bleakley Financial Group's CVB Financial position peaked at $473K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.