Capital Fund Management (CFM)’s CVB Financial CVBF Stock Holding History

Capital Fund Management (CFM)’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	$3.97M	Buy	176,063 +149,209	+556%	+$3.06M	0.02%	1037
2026 Q1	$521K	Buy	+26,854	New	+$528K	﹤0.01%	1868
2020 Q1	–	Sell	-11,800	Closed	-$255K	–	1628
2019 Q4	$255K	Sell	11,800 -8,900	-43%	-$188K	﹤0.01%	1658
2019 Q3	$432K	Buy	20,700 +300	+1%	+$6.27K	﹤0.01%	1305
2019 Q2	$429K	Buy	+20,400	New	+$435K	﹤0.01%	1265
2018 Q4	–	Sell	-9,100	Closed	-$203K	–	1910
2018 Q3	$203K	Buy	+9,100	New	+$215K	﹤0.01%	1888
2014 Q3	–	Sell	-33,800	Closed	-$542K	–	1558
2014 Q2	$542K	Buy	+33,800	New	+$509K	0.01%	1190
2013 Q4	–	Sell	-29,800	Closed	-$403K	–	1679
2013 Q3	$403K	Buy	29,800 +10,600	+55%	+$139K	0.01%	1242
2013 Q2	$226K	Buy	+19,200	New	+$214K	﹤0.01%	1215

Other funds holding CVBF

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital Fund Management (CFM)'s CVBF Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its CVB Financial (CVBF) stake by 556% in Q2 2026, buying an estimated $3.06M and bringing the position to 176,063 shares worth $3.97M. The position accounts for 0.02% of the portfolio, ranked #1037.

Capital Fund Management (CFM) first reported a position in CVBF in Q2 2013 and has held it in 9 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Capital Fund Management (CFM) held 176,063 shares of CVB Financial worth $3.97M as of Q2 2026.
Capital Fund Management (CFM) bought 149,209 CVB Financial shares in Q2 2026, an estimated $3.06M.
CVB Financial made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1037 holding.
Capital Fund Management (CFM) first reported a position in CVB Financial in Q2 2013 and has held it in 9 quarters since.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.