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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Capital Fund Management (CFM)'s CVBF Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in CVB Financial (CVBF) in Q1 2026: 26,854 shares worth $521K. The stake represents ﹤0.01% of the portfolio and ranks #1868 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in CVBF as recently as Q4 2019.

Capital Fund Management (CFM) first reported a position in CVBF in Q2 2013 and has held it in 8 quarters since. The position peaked at $542K in Q2 2014. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

Capital Fund Management (CFM) held 26,854 shares of CVB Financial worth $521K as of Q1 2026.
CVB Financial was a new Capital Fund Management (CFM) position in Q1 2026.
CVB Financial made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1868 holding.
Capital Fund Management (CFM) first reported a position in CVB Financial in Q2 2013 and has held it in 8 quarters since.
Capital Fund Management (CFM)'s CVB Financial position peaked at $542K in Q2 2014.
284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.