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Bolthouse Investments’s CVB Financial CVBF Stock Holding History

Bolthouse Investments’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 		$1.37M Buy
60,599
+594
+1% +$12.2K 1.11% 21
2026
Q1 		$1.16M Buy
60,005
+622
+1% +$12.2K 1.05% 21
2025
Q4 		$1.1M Buy
59,383
+637
+1% +$12.2K 0.98% 20
2025
Q3 		$1.11M Buy
58,746
+561
+1% +$11.2K 1.01% 19
2025
Q2 		$1.15M Buy
58,185
+661
+1% +$12.3K 1.14% 19
2025
Q1 		$1.06M Buy
57,524
+546
+1% +$10.9K 1.11% 21
2024
Q4 		$1.22M Buy
+56,978
New +$1.21M 1.13% 21

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

Bolthouse Investments's CVBF Position: Q2 2026 in Review

Bolthouse Investments increased its CVB Financial (CVBF) stake by 0.99% in Q2 2026, buying an estimated $12.2K and bringing the position to 60,599 shares worth $1.37M. The position accounts for 1.11% of the portfolio, ranked #21.

Bolthouse Investments first reported a position in CVBF in Q4 2024 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Bolthouse Investments held 60,599 shares of CVB Financial worth $1.37M as of Q2 2026.
  • Bolthouse Investments bought 594 CVB Financial shares in Q2 2026, an estimated $12.2K.
  • CVB Financial made up 1.11% of Bolthouse Investments's portfolio in Q2 2026, its #21 holding.
  • Bolthouse Investments first reported a position in CVB Financial in Q4 2024 and has held it in 7 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.