Blue Trust Inc
CVBF icon

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
Q3 		$25.2K Buy
1,167
+79
+7% +$1.78K ﹤0.01% 1439
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Blue Trust Inc's CVBF Position: Q3 2026 in Review

Blue Trust Inc increased its CVB Financial (CVBF) stake by 7.3% in Q3 2026, buying an estimated $1.78K and bringing the position to 1,167 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Blue Trust Inc first reported a position in CVBF in Q2 2023 and has held it in 12 quarters since. The position peaked at $418K in Q2 2024. 139 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • Blue Trust Inc held 1,167 shares of CVB Financial worth $25.2K as of Q3 2026.
  • Blue Trust Inc bought 79 CVB Financial shares in Q3 2026, an estimated $1.78K.
  • CVB Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1439 holding.
  • Blue Trust Inc first reported a position in CVB Financial in Q2 2023 and has held it in 12 quarters since.
  • Blue Trust Inc's CVB Financial position peaked at $418K in Q2 2024.
  • 139 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.