BGAI
CVBF icon

Bruce G. Allen Investments’s CVB Financial CVBF Stock Holding History

Bruce G. Allen 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 		$349 Sell
18
-10
-36% -$197 ﹤0.01% 1014
2025
Q4 		$521 Buy
28
+18
+180% +$344 ﹤0.01% 965
2025
Q3 		$189 Hold
10
– – ﹤0.01% 1061
2025
Q2 		$198 Hold
10
– – ﹤0.01% 1047
2025
Q1 		$185 Hold
10
– – ﹤0.01% 1061
2024
Q4 		$214 Hold
10
– – ﹤0.01% 1061
2024
Q3 		$178 Hold
10
– – ﹤0.01% 1094
2024
Q2 		$172 Sell
10
-2
-17% -$33 ﹤0.01% 966
2024
Q1 		$214 Buy
+12
New +$213 ﹤0.01% 937

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

Bruce G. Allen Investments's CVBF Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its CVB Financial (CVBF) stake by 36% in Q1 2026, selling an estimated $197 and leaving 18 shares worth $349. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Bruce G. Allen Investments first reported a position in CVBF in Q1 2024 and has held it in 9 quarters since. The position peaked at $521 in Q4 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Bruce G. Allen Investments held 18 shares of CVB Financial worth $349 as of Q1 2026.
  • Bruce G. Allen Investments sold 10 CVB Financial shares in Q1 2026, an estimated $197.
  • CVB Financial made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #1014 holding.
  • Bruce G. Allen Investments first reported a position in CVB Financial in Q1 2024 and has held it in 9 quarters since.
  • Bruce G. Allen Investments's CVB Financial position peaked at $521 in Q4 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.