Capital Research Global Investors
CVBF icon

Capital Research Global Investors’s CVB Financial CVBF Stock Holding History

Capital Research Global Investors’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 		– Sell
-2,131,818
Closed -$39.7M – 466
2025
Q4 		$39.7M Sell
2,131,818
-17,800
-0.8% -$340K 0.01% 362
2025
Q3 		$40.6M Sell
2,149,618
-210,263
-9% -$4.19M 0.01% 368
2025
Q2 		$46.7M Sell
2,359,881
-1,876,047
-44% -$34.9M 0.01% 351
2025
Q1 		$78.2M Sell
4,235,928
-172,385
-4% -$3.44M 0.02% 317
2024
Q4 		$94.4M Buy
+4,408,313
New +$93.2M 0.02% 308

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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 $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Capital Research Global Investors's CVBF Position: Q1 2026 in Review

Capital Research Global Investors sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 2,131,818 shares — an estimated $39.7M sold.

Capital Research Global Investors first reported a position in CVBF in Q4 2024 and held it in 5 quarters. The position peaked at $94.4M in Q4 2024. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Capital Research Global Investors reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
  • Capital Research Global Investors sold 2,131,818 CVB Financial shares in Q1 2026, an estimated $39.7M.
  • Capital Research Global Investors first reported a position in CVB Financial in Q4 2024 and held it in 5 quarters.
  • Capital Research Global Investors's CVB Financial position peaked at $94.4M in Q4 2024.
  • 285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.