Carson Wealth (CWM LLC)
CVBF icon

Carson Wealth (CWM LLC)’s CVB Financial CVBF Stock Holding History

Carson Wealth (CWM LLC)’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 		$270K Buy
13,921
+3,476
+33% +$68.4K ﹤0.01% 2468
2025
Q4 		$194K Buy
10,445
+620
+6% +$11.9K ﹤0.01% 2598
2025
Q3 		$186K Buy
9,825
+871
+10% +$17.3K ﹤0.01% 2504
2025
Q2 		$177K Buy
8,954
+795
+10% +$14.8K ﹤0.01% 2278
2025
Q1 		$151K Sell
8,159
-122
-1% -$2.43K ﹤0.01% 2106
2024
Q4 		$177K Sell
8,281
-9,427
-53% -$199K ﹤0.01% 1903
2024
Q3 		$316K Sell
17,708
-112
-0.6% -$2K ﹤0.01% 1517
2024
Q2 		$307K Buy
17,820
+280
+2% +$4.66K ﹤0.01% 1382
2024
Q1 		$313K Sell
17,540
-112
-0.6% -$1.99K ﹤0.01% 1310
2023
Q4 		$356K Sell
17,652
-497
-3% -$8.82K ﹤0.01% 1190
2023
Q3 		$301K Buy
18,149
+274
+2% +$4.65K ﹤0.01% 1151
2023
Q2 		$237K Buy
17,875
+6,576
+58% +$90.7K ﹤0.01% 1193
2023
Q1 		$188K Buy
11,299
+981
+10% +$22.4K ﹤0.01% 1217
2022
Q4 		$266K Buy
10,318
+9,575
+1,289% +$261K ﹤0.01% 996
2022
Q3 		$19K Buy
743
+222
+43% +$5.79K ﹤0.01% 2247
2022
Q2 		$13K Hold
521
– – ﹤0.01% 2410
2022
Q1 		$12K Buy
521
+206
+65% +$4.77K ﹤0.01% 2361
2021
Q4 		$7K Buy
+315
New +$6.46K ﹤0.01% 2536

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
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

Carson Wealth (CWM LLC)'s CVBF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CVB Financial (CVBF) stake by 33% in Q1 2026, buying an estimated $68.4K and bringing the position to 13,921 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Carson Wealth (CWM LLC) first reported a position in CVBF in Q4 2021 and has held it in 18 quarters since. The position peaked at $356K in Q4 2023. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,921 shares of CVB Financial worth $270K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,476 CVB Financial shares in Q1 2026, an estimated $68.4K.
  • CVB Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2468 holding.
  • Carson Wealth (CWM LLC) first reported a position in CVB Financial in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s CVB Financial position peaked at $356K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.