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
Q1 		$390K Sell
20,104
-19,090
-49% -$375K ﹤0.01% 2167
2025
Q4 		$729K Buy
39,194
+19,880
+103% +$380K ﹤0.01% 2072
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 $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

Corient Private Wealth's CVBF Position: Q1 2026 in Review

Corient Private Wealth reduced its CVB Financial (CVBF) stake by 49% in Q1 2026, selling an estimated $375K and leaving 20,104 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Corient Private Wealth first reported a position in CVBF in Q2 2023 and has held it in 12 quarters since. The position peaked at $729K in Q4 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Corient Private Wealth held 20,104 shares of CVB Financial worth $390K as of Q1 2026.
  • Corient Private Wealth sold 19,090 CVB Financial shares in Q1 2026, an estimated $375K.
  • CVB Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2167 holding.
  • Corient Private Wealth first reported a position in CVB Financial in Q2 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's CVB Financial position peaked at $729K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.