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Choreo LLC’s CVB Financial CVBF Stock Holding History

Choreo 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
Q2 		$290K Buy
+12,875
New +$264K ﹤0.01% 1320
2025
Q4 		– Sell
-10,932
Closed -$207K – 1601
2025
Q3 		$207K Buy
+10,932
New +$218K ﹤0.01% 1437
2024
Q3 		– Sell
-22,365
Closed -$382K – 1641
2024
Q2 		$382K Buy
+22,365
New +$372K 0.01% 958

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Choreo LLC's CVBF Position: Q2 2026 in Review

Choreo LLC opened a new position in CVB Financial (CVBF) in Q2 2026: 12,875 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Choreo LLC previously reported a position in CVBF as recently as Q3 2025.

Choreo LLC first reported a position in CVBF in Q2 2024 and has held it in 3 quarters since. The position peaked at $382K in Q2 2024. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Choreo LLC held 12,875 shares of CVB Financial worth $290K as of Q2 2026.
  • CVB Financial was a new Choreo LLC position in Q2 2026.
  • CVB Financial made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1320 holding.
  • Choreo LLC first reported a position in CVB Financial in Q2 2024 and has held it in 3 quarters since.
  • Choreo LLC's CVB Financial position peaked at $382K in Q2 2024.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.