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Blue Trust Inc’s CVB Financial CVBF Stock Holding History

Blue Trust Inc’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 		$24.5K Sell
1,088
-17
-2% -$349 ﹤0.01% 1597
2026
Q1 		$21.4K Sell
1,105
-84
-7% -$1.65K ﹤0.01% 1619
2025
Q4 		$22.1K Buy
1,189
+1
+0.1% +$19 ﹤0.01% 1649
2025
Q3 		$22.5K Sell
1,188
-3,590
-75% -$71.5K ﹤0.01% 1630
2025
Q2 		$94.6K Buy
4,778
+308
+7% +$5.74K ﹤0.01% 1074
2025
Q1 		$82.5K Buy
4,470
+1,655
+59% +$33K ﹤0.01% 1079
2024
Q4 		$60.3K Sell
2,815
-2,375
-46% -$50.2K ﹤0.01% 1169
2024
Q3 		$89.5K Sell
5,190
-18,243
-78% -$325K ﹤0.01% 1279
2024
Q2 		$418K Buy
+23,433
New +$390K 0.01% 436
2024
Q1 		– Sell
-7
Closed – – 2295
2023
Q4 		$0 Buy
+7
New +$124 ﹤0.01% 2527
2023
Q3 		– Sell
-89
Closed -$1K – 2084
2023
Q2 		$1K Buy
+89
New +$1.23K ﹤0.01% 1828

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

Blue Trust Inc's CVBF Position: Q2 2026 in Review

Blue Trust Inc reduced its CVB Financial (CVBF) stake by 1.5% in Q2 2026, selling an estimated $349 and leaving 1,088 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Blue Trust Inc first reported a position in CVBF in Q2 2023 and has held it in 11 quarters since. The position peaked at $418K in Q2 2024. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Blue Trust Inc held 1,088 shares of CVB Financial worth $24.5K as of Q2 2026.
  • Blue Trust Inc sold 17 CVB Financial shares in Q2 2026, an estimated $349.
  • CVB Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1597 holding.
  • Blue Trust Inc first reported a position in CVB Financial in Q2 2023 and has held it in 11 quarters since.
  • Blue Trust Inc's CVB Financial position peaked at $418K in Q2 2024.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.