BGAI
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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
Q2 		$1.15K Buy
51
+33
+183% +$678 ﹤0.01% 796
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Parallel Advisors
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

Bruce G. Allen Investments's CVBF Position: Q2 2026 in Review

Bruce G. Allen Investments increased its CVB Financial (CVBF) stake by 183% in Q2 2026, buying an estimated $678 and bringing the position to 51 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Bruce G. Allen Investments first reported a position in CVBF in Q1 2024 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Bruce G. Allen Investments held 51 shares of CVB Financial worth $1.15K as of Q2 2026.
  • Bruce G. Allen Investments bought 33 CVB Financial shares in Q2 2026, an estimated $678.
  • CVB Financial made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #796 holding.
  • Bruce G. Allen Investments first reported a position in CVB Financial in Q1 2024 and has held it in 10 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.