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Brooklyn Investment Group’s CVB Financial CVBF Stock Holding History

Brooklyn Investment 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 		$252K Sell
12,993
-3,211
-20% -$63.1K 0.01% 1554
2025
Q4 		$311K Buy
+16,204
New +$310K 0.01% 1016
2025
Q3 		– Sell
-2,962
Closed -$58.6K – 1149
2025
Q2 		$58.6K Buy
2,962
+554
+23% +$10.3K 0.01% 1253
2025
Q1 		$44.5K Buy
2,408
+2,407
+240,700% +$48K 0.01% 835
2024
Q4 		$22 Buy
+1
New +$21 ﹤0.01% 1875

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

Brooklyn Investment Group's CVBF Position: Q1 2026 in Review

Brooklyn Investment Group reduced its CVB Financial (CVBF) stake by 20% in Q1 2026, selling an estimated $63.1K and leaving 12,993 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #1554.

Brooklyn Investment Group first reported a position in CVBF in Q4 2024 and has held it in 5 quarters since. The position peaked at $311K in Q4 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Brooklyn Investment Group held 12,993 shares of CVB Financial worth $252K as of Q1 2026.
  • Brooklyn Investment Group sold 3,211 CVB Financial shares in Q1 2026, an estimated $63.1K.
  • CVB Financial made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1554 holding.
  • Brooklyn Investment Group first reported a position in CVB Financial in Q4 2024 and has held it in 5 quarters since.
  • Brooklyn Investment Group's CVB Financial position peaked at $311K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.