Caldwell Sutter Capital’s CVB Financial CVBF Stock Holding History

Caldwell Sutter Capital’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	$114K	Hold	5,068	–	–	0.04%	287
2026 Q1	$98.3K	Hold	5,068	–	–	0.04%	297
2025 Q4	$94.3K	Hold	5,068	–	–	0.04%	288
2025 Q3	$95.8K	Hold	5,068	–	–	0.04%	286
2025 Q2	$100K	Hold	5,068	–	–	0.05%	279
2025 Q1	$93.6K	Hold	5,068	–	–	0.04%	284
2024 Q4	$109K	Hold	5,068	–	–	0.05%	268
2024 Q3	$90.3K	Hold	5,068	–	–	0.04%	290
2024 Q2	$87.4K	Hold	5,068	–	–	0.04%	285
2024 Q1	$90.4K	Hold	5,068	–	–	0.04%	287
2023 Q4	$102K	Hold	5,068	–	–	0.05%	266
2023 Q3	$84K	Hold	5,068	–	–	0.05%	276
2023 Q2	$67.3K	Hold	5,068	–	–	0.04%	295
2023 Q1	$84.5K	Hold	5,068	–	–	0.06%	201
2022 Q4	$131K	Buy	+5,068	New	+$138K	0.12%	135

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Caldwell Sutter Capital's CVBF Position: Q2 2026 in Review

Caldwell Sutter Capital held its CVB Financial (CVBF) position steady in Q2 2026 at 5,068 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #287.

Caldwell Sutter Capital first reported a position in CVBF in Q4 2022 and has held it in 15 quarters since. The position peaked at $131K in Q4 2022. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Caldwell Sutter Capital held 5,068 shares of CVB Financial worth $114K as of Q2 2026.
Caldwell Sutter Capital left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up 0.04% of Caldwell Sutter Capital's portfolio in Q2 2026, its #287 holding.
Caldwell Sutter Capital first reported a position in CVB Financial in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's CVB Financial position peaked at $131K in Q4 2022.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.