Clifford Swan Investment Counsel’s CVB Financial CVBF Stock Holding History

Clifford Swan Investment Counsel’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 Q1	$859K	Hold	44,300	–	–	0.03%	180
2025 Q4	$824K	Hold	44,300	–	–	0.03%	185
2025 Q3	$838K	Hold	44,300	–	–	0.03%	189
2025 Q2	$877K	Sell	44,300 -13,120	-23%	-$244K	0.03%	183
2025 Q1	$1.06M	Hold	57,420	–	–	0.04%	171
2024 Q4	$1.23M	Sell	57,420 -224	-0.4%	-$4.74K	0.04%	170
2024 Q3	$1.03M	Buy	57,644 +224	+0.4%	+$4K	0.04%	180
2024 Q2	$990K	Hold	57,420	–	–	0.04%	175
2024 Q1	$1.02M	Hold	57,420	–	–	0.04%	175
2023 Q4	$1.16M	Hold	57,420	–	–	0.05%	163
2023 Q3	$951K	Hold	57,420	–	–	0.04%	173
2023 Q2	$763K	Buy	57,420 +43,300	+307%	+$597K	0.03%	188
2023 Q1	$236K	Buy	+14,120	New	+$322K	0.01%	280
2019 Q2	–	Sell	-29,281	Closed	-$616K	–	318
2019 Q1	$616K	Hold	29,281	–	–	0.03%	190
2018 Q4	$592K	Hold	29,281	–	–	0.04%	189
2018 Q3	$654K	Buy	+29,281	New	+$691K	0.03%	186

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Clifford Swan Investment Counsel's CVBF Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its CVB Financial (CVBF) position steady in Q1 2026 at 44,300 shares worth $859K. The position accounts for 0.03% of the portfolio, ranked #180.

Clifford Swan Investment Counsel first reported a position in CVBF in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.23M in Q4 2024. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

Clifford Swan Investment Counsel held 44,300 shares of CVB Financial worth $859K as of Q1 2026.
Clifford Swan Investment Counsel left its CVB Financial share count unchanged in Q1 2026.
CVB Financial made up 0.03% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #180 holding.
Clifford Swan Investment Counsel first reported a position in CVB Financial in Q3 2018 and has held it in 16 quarters since.
Clifford Swan Investment Counsel's CVB Financial position peaked at $1.23M in Q4 2024.
285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.