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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
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 $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

Bolthouse Investments's CVBF Position: Q1 2026 in Review

Bolthouse Investments increased its CVB Financial (CVBF) stake by 1% in Q1 2026, buying an estimated $12.2K and bringing the position to 60,005 shares worth $1.16M. The position accounts for 1.05% of the portfolio, ranked #21.

Bolthouse Investments first reported a position in CVBF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2024. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Bolthouse Investments held 60,005 shares of CVB Financial worth $1.16M as of Q1 2026.
  • Bolthouse Investments bought 622 CVB Financial shares in Q1 2026, an estimated $12.2K.
  • CVB Financial made up 1.05% of Bolthouse Investments's portfolio in Q1 2026, its #21 holding.
  • Bolthouse Investments first reported a position in CVB Financial in Q4 2024 and has held it in 6 quarters since.
  • Bolthouse Investments's CVB Financial position peaked at $1.22M in Q4 2024.
  • 285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.