Corient Private Wealth
CVBF icon

Corient Private Wealth’s CVB Financial CVBF Stock Holding History

Corient Private Wealth’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 		$860K Buy
38,139
+18,035
+90% +$370K ﹤0.01% 1902
2026
Q1 		$390K Buy
20,104
+507
+3% +$9.97K ﹤0.01% 2167
2025
Q4 		$365K Buy
19,597
+283
+1% +$5.41K ﹤0.01% 2043
2025
Q3 		$365K Buy
19,314
+409
+2% +$8.14K ﹤0.01% 1997
2025
Q2 		$374K Sell
18,905
-32
-0.2% -$596 ﹤0.01% 1867
2025
Q1 		$350K Sell
18,937
-75
-0.4% -$1.5K ﹤0.01% 1775
2024
Q4 		$407K Sell
19,012
-10,272
-35% -$217K ﹤0.01% 1723
2024
Q3 		$522K Sell
29,284
-48
-0.2% -$856 ﹤0.01% 1714
2024
Q2 		$506K Sell
29,332
-375
-1% -$6.25K ﹤0.01% 1636
2024
Q1 		$530K Sell
29,707
-99
-0.3% -$1.76K ﹤0.01% 1600
2023
Q4 		$602K Sell
29,806
-155
-0.5% -$2.75K ﹤0.01% 1517
2023
Q3 		$496K Sell
29,961
-627
-2% -$10.6K ﹤0.01% 1504
2023
Q2 		$406K Buy
+30,588
New +$422K ﹤0.01% 1553

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

Corient Private Wealth's CVBF Position: Q2 2026 in Review

Corient Private Wealth increased its CVB Financial (CVBF) stake by 90% in Q2 2026, buying an estimated $370K and bringing the position to 38,139 shares worth $860K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Corient Private Wealth first reported a position in CVBF in Q2 2023 and has held it in 13 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Corient Private Wealth held 38,139 shares of CVB Financial worth $860K as of Q2 2026.
  • Corient Private Wealth bought 18,035 CVB Financial shares in Q2 2026, an estimated $370K.
  • CVB Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1902 holding.
  • Corient Private Wealth first reported a position in CVB Financial in Q2 2023 and has held it in 13 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.