C
CVBF icon

Cliffwater’s CVB Financial CVBF Stock Holding History

Cliffwater’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 		$7.99M Hold
412,247
– – 2.12% 7
2025
Q4 		$7.67M Hold
412,247
– – 1.61% 9
2025
Q3 		$7.8M Hold
412,247
– – 1.64% 9
2025
Q2 		$8.16M Hold
412,247
– – 1.68% 9
2025
Q1 		$7.61M Hold
412,247
– – 1.99% 9
2024
Q4 		$8.83M Hold
412,247
– – 2.16% 9
2024
Q3 		$7.35M Hold
412,247
– – 1.7% 10
2024
Q2 		$7.11M Hold
412,247
– – 1.52% 12
2024
Q1 		$7.35M Hold
412,247
– – 1.98% 11
2023
Q4 		$8.32M Sell
412,247
-5,177
-1% -$91.9K 2.38% 12
2023
Q3 		$6.83M Buy
417,424
+5,177
+1% +$87.8K 2.24% 15
2023
Q2 		$5.47M Hold
412,247
– – 1.8% 17
2023
Q1 		$6.88M Hold
412,247
– – 2.2% 16
2022
Q4 		$10.6M Hold
412,247
– – 2.99% 13
2022
Q3 		$10.4M Sell
412,247
-9,988
-2% -$260K 3.53% 12
2022
Q2 		$10.5M Buy
422,235
+201,356
+91% +$4.81M 3.38% 11
2022
Q1 		$5.13M Sell
220,879
-70,293
-24% -$1.63M 1.34% 19
2021
Q4 		$6.23M Sell
291,172
-201,368
-41% -$4.13M 1.62% 17
2021
Q3 		$10M Hold
492,540
– – 2.63% 13
2021
Q2 		$10.1M Buy
492,540
+189,287
+62% +$4.13M 2.67% 13
2021
Q1 		$6.43M Buy
303,253
+12,081
+4% +$263K 1.53% 18
2020
Q4 		$5.68M Hold
291,172
– – 1.23% 16
2020
Q3 		$4.84M Hold
291,172
– – 1.44% 18
2020
Q2 		$5.46M Sell
291,172
-12,876
-4% -$246K 1.86% 12
2020
Q1 		$6.1M Sell
304,048
-526,296
-63% -$10.6M 2.69% 10
2019
Q4 		$17.9M Sell
830,344
-694,557
-46% -$14.7M 5.91% 5
2019
Q3 		$31.8M Sell
1,524,901
-3,882,979
-72% -$81.2M 12.43% 3
2019
Q2 		$114M Sell
5,407,880
-2,580,506
-32% -$55M 39.47% 1
2019
Q1 		$168M Sell
7,988,386
-50,000
-0.6% -$1.1M 49.65% 1
2018
Q4 		$163M Buy
8,038,386
+2,895,796
+56% +$62.8M 54.81% 1
2018
Q3 		$115M Buy
+5,142,590
New +$121M 46.38% 1

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
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

Cliffwater's CVBF Position: Q1 2026 in Review

Cliffwater held its CVB Financial (CVBF) position steady in Q1 2026 at 412,247 shares worth $7.99M. The position accounts for 2.12% of the portfolio, ranked #7.

Cliffwater first reported a position in CVBF in Q3 2018 and has held it in 31 quarters since. The position peaked at $168M in Q1 2019. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Cliffwater held 412,247 shares of CVB Financial worth $7.99M as of Q1 2026.
  • Cliffwater left its CVB Financial share count unchanged in Q1 2026.
  • CVB Financial made up 2.12% of Cliffwater's portfolio in Q1 2026, its #7 holding.
  • Cliffwater first reported a position in CVB Financial in Q3 2018 and has held it in 31 quarters since.
  • Cliffwater's CVB Financial position peaked at $168M in Q1 2019.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Cliffwater's 13F filing for Q1 2026, filed 13 May 2026.