Charles Schwab’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $144M | Buy |
6,380,873
+1,782,821
| +39% | +$36.6M | 0.02% | 600 |
|
|
2026
Q1 | $89.2M | Sell |
4,598,052
-890,769
| -16% | -$17.5M | 0.01% | 792 |
|
|
2025
Q4 | $102M | Buy |
5,488,821
+67,563
| +1% | +$1.29M | 0.02% | 724 |
|
|
2025
Q3 | $103M | Buy |
5,421,258
+42,517
| +0.8% | +$847K | 0.02% | 699 |
|
|
2025
Q2 | $106M | Sell |
5,378,741
-17,936
| -0.3% | -$334K | 0.02% | 655 |
|
|
2025
Q1 | $99.6M | Buy |
5,396,677
+240,159
| +5% | +$4.79M | 0.02% | 654 |
|
|
2024
Q4 | $110M | Buy |
5,156,518
+204,164
| +4% | +$4.32M | 0.02% | 610 |
|
|
2024
Q3 | $88.3M | Buy |
4,952,354
+181,769
| +4% | +$3.24M | 0.02% | 735 |
|
|
2024
Q2 | $82.2M | Sell |
4,770,585
-28,406
| -0.6% | -$473K | 0.02% | 736 |
|
|
2024
Q1 | $85.6M | Buy |
4,798,991
+1,014,325
| +27% | +$18M | 0.02% | 681 |
|
|
2023
Q4 | $76.4M | Buy |
3,784,666
+190,343
| +5% | +$3.38M | 0.02% | 696 |
|
|
2023
Q3 | $59.6M | Buy |
3,594,323
+213,038
| +6% | +$3.61M | 0.02% | 772 |
|
|
2023
Q2 | $44.9M | Buy |
3,381,285
+218,821
| +7% | +$3.02M | 0.01% | 920 |
|
|
2023
Q1 | $52.7M | Sell |
3,162,464
-141,535
| -4% | -$3.23M | 0.02% | 796 |
|
|
2022
Q4 | $85.1M | Buy |
3,303,999
+247,984
| +8% | +$6.76M | 0.03% | 543 |
|
|
2022
Q3 | $77.4M | Buy |
3,056,015
+181,933
| +6% | +$4.74M | 0.03% | 536 |
|
|
2022
Q2 | $71.3M | Buy |
2,874,082
+217,993
| +8% | +$5.21M | 0.02% | 579 |
|
|
2022
Q1 | $61.6M | Buy |
2,656,089
+226,536
| +9% | +$5.24M | 0.02% | 744 |
|
|
2021
Q4 | $52M | Buy |
2,429,553
+64,492
| +3% | +$1.32M | 0.02% | 868 |
|
|
2021
Q3 | $48.2M | Buy |
2,365,061
+171,002
| +8% | +$3.38M | 0.02% | 895 |
|
|
2021
Q2 | $45.2M | Buy |
2,194,059
+172,421
| +9% | +$3.77M | 0.02% | 946 |
|
|
2021
Q1 | $44.7M | Sell |
2,021,638
-131,298
| -6% | -$2.85M | 0.02% | 917 |
|
|
2020
Q4 | $42M | Buy |
2,152,936
+77,903
| +4% | +$1.47M | 0.02% | 879 |
|
|
2020
Q3 | $34.5M | Buy |
2,075,033
+42,473
| +2% | +$758K | 0.02% | 869 |
|
|
2020
Q2 | $38.1M | Buy |
2,032,560
+920,736
| +83% | +$17.6M | 0.02% | 746 |
|
|
2020
Q1 | $22.3M | Buy |
1,111,824
+158,408
| +17% | +$3.19M | 0.01% | 941 |
|
|
2019
Q4 | $20.6M | Buy |
953,416
+20,784
| +2% | +$440K | 0.01% | 1189 |
|
|
2019
Q3 | $19.5M | Buy |
932,632
+150,276
| +19% | +$3.14M | 0.01% | 1160 |
|
|
2019
Q2 | $16.5M | Buy |
782,356
+47,168
| +6% | +$1.01M | 0.01% | 1269 |
|
|
2019
Q1 | $15.5M | Buy |
735,188
+35,319
| +5% | +$775K | 0.01% | 1279 |
|
|
2018
Q4 | $14.2M | Sell |
699,869
-2,099
| -0.3% | -$45.5K | 0.01% | 1209 |
|
|
2018
Q3 | $15.7M | Buy |
701,968
+49,866
| +8% | +$1.18M | 0.01% | 1326 |
|
|
2018
Q2 | $14.6M | Buy |
652,102
+40,758
| +7% | +$937K | 0.01% | 1324 |
|
|
2018
Q1 | $13.8M | Buy |
611,344
+20,343
| +3% | +$478K | 0.01% | 1260 |
|
|
2017
Q4 | $13.9M | Buy |
591,001
+33,256
| +6% | +$790K | 0.01% | 1256 |
|
|
2017
Q3 | $13.5M | Buy |
557,745
+39,955
| +8% | +$861K | 0.01% | 1194 |
|
|
2017
Q2 | $11.6M | Buy |
517,790
+13,862
| +3% | +$297K | 0.01% | 1237 |
|
|
2017
Q1 | $11.1M | Buy |
503,928
+33,746
| +7% | +$771K | 0.01% | 1240 |
|
|
2016
Q4 | $10.8M | Buy |
470,182
+25,898
| +6% | +$512K | 0.01% | 1196 |
|
|
2016
Q3 | $7.82M | Buy |
444,284
+21,192
| +5% | +$360K | 0.01% | 1343 |
|
|
2016
Q2 | $6.93M | Buy |
423,092
+7,522
| +2% | +$127K | 0.01% | 1328 |
|
|
2016
Q1 | $7.25M | Buy |
415,570
+3,566
| +0.9% | +$56.2K | 0.01% | 1265 |
|
|
2015
Q4 | $6.97M | Buy |
412,004
+12,877
| +3% | +$226K | 0.01% | 1290 |
|
|
2015
Q3 | $6.67M | Buy |
399,127
+22,128
| +6% | +$378K | 0.01% | 1281 |
|
|
2015
Q2 | $6.64M | Buy |
376,999
+22,676
| +6% | +$373K | 0.01% | 1356 |
|
|
2015
Q1 | $5.65M | Buy |
354,323
+21,606
| +6% | +$335K | 0.01% | 1421 |
|
|
2014
Q4 | $5.33M | Buy |
332,717
+10,676
| +3% | +$163K | 0.01% | 1397 |
|
|
2014
Q3 | $4.62M | Buy |
322,041
+13,127
| +4% | +$202K | 0.01% | 1428 |
|
|
2014
Q2 | $4.95M | Buy |
308,914
+18,673
| +6% | +$281K | 0.01% | 1406 |
|
|
2014
Q1 | $4.62M | Sell |
290,241
-38,175
| -12% | -$603K | 0.01% | 1392 |
|
|
2013
Q4 | $5.61M | Sell |
328,416
-61,990
| -16% | -$943K | 0.01% | 1160 |
|
|
2013
Q3 | $5.38M | Buy |
390,406
+145,084
| +59% | +$1.9M | 0.01% | 1113 |
|
|
2013
Q2 | $2.95M | Buy |
+245,322
| New | +$2.74M | 0.01% | 1472 |
|
Other funds holding CVBF
PA
HAM
Charles Schwab's CVBF Position: Q2 2026 in Review
Charles Schwab increased its CVB Financial (CVBF) stake by 39% in Q2 2026, buying an estimated $36.6M and bringing the position to 6,380,873 shares worth $144M. The position accounts for 0.02% of the portfolio, ranked #600.
Charles Schwab first reported a position in CVBF in Q2 2013 and has held it in 53 quarters since. 322 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.
- Charles Schwab held 6,380,873 shares of CVB Financial worth $144M as of Q2 2026.
- Charles Schwab bought 1,782,821 CVB Financial shares in Q2 2026, an estimated $36.6M.
- CVB Financial made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #600 holding.
- Charles Schwab first reported a position in CVB Financial in Q2 2013 and has held it in 53 quarters since.
- 322 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.