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Clearstead Advisors’s CVB Financial CVBF Stock Holding History

Clearstead 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
2026
Q2 		$5.12K Buy
+227
New +$4.66K ﹤0.01% 2188
2025
Q4 		– Sell
-204
Closed -$3.86K – 2863
2025
Q3 		$3.86K Buy
+204
New +$4.06K ﹤0.01% 2254

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
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's CVBF Position: Q2 2026 in Review

Clearstead Advisors opened a new position in CVB Financial (CVBF) in Q2 2026: 227 shares worth $5.12K. The stake represents ﹤0.01% of the portfolio and ranks #2188 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CVBF as recently as Q3 2025.

Clearstead Advisors first reported a position in CVBF in Q3 2025 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Clearstead Advisors held 227 shares of CVB Financial worth $5.12K as of Q2 2026.
  • CVB Financial was a new Clearstead Advisors position in Q2 2026.
  • CVB Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2188 holding.
  • Clearstead Advisors first reported a position in CVB Financial in Q3 2025 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.