Cerity Partners
CVBF icon

Cerity Partners’s CVB Financial CVBF Stock Holding History

Cerity Partners’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 		$6.33M Buy
280,724
+109,382
+64% +$2.25M 0.01% 984
2026
Q1 		$3.32M Sell
171,342
-912
-0.5% -$17.9K ﹤0.01% 1200
2025
Q4 		$3.2M Sell
172,254
-2,407
-1% -$46K ﹤0.01% 1140
2025
Q3 		$3.3M Sell
174,661
-5,532
-3% -$110K 0.01% 1057
2025
Q2 		$3.57M Sell
180,193
-4,329
-2% -$80.6K 0.01% 965
2025
Q1 		$3.41M Sell
184,522
-1,363
-0.7% -$27.2K 0.01% 889
2024
Q4 		$3.74M Buy
185,885
+53,229
+40% +$1.13M 0.01% 832
2024
Q3 		$2.36M Buy
132,656
+28,501
+27% +$508K 0.01% 1021
2024
Q2 		$1.8M Sell
104,155
-11,209
-10% -$187K ﹤0.01% 954
2024
Q1 		$1.99M Buy
115,364
+59,220
+105% +$1.05M 0.01% 973
2023
Q4 		$1.13M Buy
56,144
+3,502
+7% +$62.1K ﹤0.01% 941
2023
Q3 		$872K Sell
52,642
-2,835
-5% -$48.1K ﹤0.01% 795
2023
Q2 		$737K Buy
55,477
+771
+1% +$10.6K ﹤0.01% 1026
2023
Q1 		$912K Buy
+54,706
New +$1.25M ﹤0.01% 1018
2017
Q4 		– Sell
-14,003
Closed -$338K – 562
2017
Q3 		$338K Buy
+14,003
New +$302K 0.02% 400

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cerity Partners's CVBF Position: Q2 2026 in Review

Cerity Partners increased its CVB Financial (CVBF) stake by 64% in Q2 2026, buying an estimated $2.25M and bringing the position to 280,724 shares worth $6.33M. The position accounts for 0.01% of the portfolio, ranked #984.

Cerity Partners first reported a position in CVBF in Q3 2017 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Cerity Partners held 280,724 shares of CVB Financial worth $6.33M as of Q2 2026.
  • Cerity Partners bought 109,382 CVB Financial shares in Q2 2026, an estimated $2.25M.
  • CVB Financial made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #984 holding.
  • Cerity Partners first reported a position in CVB Financial in Q3 2017 and has held it in 15 quarters since.
  • 301 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.