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
-7,700
Closed -$142K – 12922
2025
Q1 		$142K Buy
7,700
+7,100
+1,183% +$141K ﹤0.01% 10953
2024
Q4 		$12.8K Sell
600
-6,700
-92% -$142K ﹤0.01% 13479
2024
Q3 		$130K Buy
7,300
+4,700
+181% +$83.8K ﹤0.01% 10758
2024
Q2 		$44.8K Sell
2,600
-3,600
-58% -$60K ﹤0.01% 11886
2024
Q1 		$111K Buy
6,200
+5,500
+786% +$97.6K ﹤0.01% 11212
2023
Q4 		$14.1K Sell
700
-300
-30% -$5.32K ﹤0.01% 12894
2023
Q3 		$16.6K Sell
1,000
-8,700
-90% -$148K ﹤0.01% 12774
2023
Q2 		$129K Sell
9,700
-7,300
-43% -$101K ﹤0.01% 10558
2023
Q1 		$284K Buy
+17,000
New +$387K ﹤0.01% 9490
2015
Q3 		– Sell
-4,400
Closed -$77K – 8918
2015
Q2 		$77K Buy
4,400
+3,400
+340% +$55.9K ﹤0.01% 7331
2015
Q1 		$16K Buy
+1,000
New +$15.5K ﹤0.01% 8034
2013
Q3 		– Sell
-1,000
Closed -$12K – 6750
2013
Q2 		$12K Buy
+1,000
New +$11.2K ﹤0.01% 6190

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.