Citadel Advisors
CVBF icon

Citadel Advisors’s CVB Financial CVBF Stock Holding History

Citadel Advisors’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
2025
Q2 		– Sell
-600
Closed -$11.1K – 12921
2025
Q1 		$11.1K Sell
600
-200
-25% -$3.99K ﹤0.01% 13511
2024
Q4 		$17.1K Hold
800
– – ﹤0.01% 13273
2024
Q3 		$14.3K Sell
800
-2,000
-71% -$35.7K ﹤0.01% 13030
2024
Q2 		$48.3K Sell
2,800
-9,200
-77% -$153K ﹤0.01% 11796
2024
Q1 		$214K Buy
12,000
+8,200
+216% +$145K ﹤0.01% 10177
2023
Q4 		$76.7K Sell
3,800
-13,200
-78% -$234K ﹤0.01% 11274
2023
Q3 		$282K Buy
17,000
+1,000
+6% +$17K ﹤0.01% 9288
2023
Q2 		$212K Buy
16,000
+10,100
+171% +$139K ﹤0.01% 9745
2023
Q1 		$98.4K Buy
5,900
+5,400
+1,080% +$123K ﹤0.01% 11288
2022
Q4 		$12.9K Buy
+500
New +$13.6K ﹤0.01% 13482
2016
Q1 		– Sell
-2,200
Closed -$37K – 6953
2015
Q4 		$37K Sell
2,200
-4,300
-66% -$75.3K ﹤0.01% 7523
2015
Q3 		$109K Sell
6,500
-9,600
-60% -$164K ﹤0.01% 6875
2015
Q2 		$284K Buy
16,100
+10,300
+178% +$169K ﹤0.01% 5817
2015
Q1 		$92K Buy
+5,800
New +$89.9K ﹤0.01% 6898
2014
Q2 		– Sell
-600
Closed -$10K – 7999
2014
Q1 		$10K Sell
600
-500
-45% -$7.89K ﹤0.01% 7509
2013
Q4 		$19K Sell
1,100
-2,000
-65% -$30.4K ﹤0.01% 6486
2013
Q3 		$42K Buy
3,100
+3,000
+3,000% +$39.3K ﹤0.01% 5884
2013
Q2 		$1K Buy
+100
New +$1.11K ﹤0.01% 6435

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

Citadel Advisors's CVBF Position: Q2 2026 in Review

Citadel Advisors increased its CVB Financial (CVBF) stake by 29% in Q2 2026, buying an estimated $4.4M and bringing the position to 961,835 shares worth $21.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Citadel Advisors first reported a position in CVBF in Q2 2013 and has held it in 43 quarters since. The position peaked at $26.2M in Q2 2019. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Citadel Advisors held 961,835 shares of CVB Financial worth $21.7M as of Q2 2026.
  • Citadel Advisors bought 214,360 CVB Financial shares in Q2 2026, an estimated $4.4M.
  • CVB Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #2465 holding.
  • Citadel Advisors first reported a position in CVB Financial in Q2 2013 and has held it in 43 quarters since.
  • Citadel Advisors's CVB Financial position peaked at $26.2M in Q2 2019.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.