Covestor
CVBF icon

Covestor’s CVB Financial CVBF Stock Holding History

Covestor’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
Q3 		$42K Sell
1,929
-1,344
-41% -$30.3K 0.03% 825
2026
Q2 		$74K Sell
3,273
-920
-22% -$18.9K 0.04% 544
2026
Q1 		$81K Sell
4,193
-3,067
-42% -$60.3K 0.06% 389
2025
Q4 		$135K Buy
7,260
+1,289
+22% +$24.7K 0.07% 390
2025
Q3 		$113K Buy
5,971
+120
+2% +$2.39K 0.06% 509
2025
Q2 		$116K Buy
5,851
+5,071
+650% +$94.4K 0.07% 461
2025
Q1 		$14K Sell
780
-1,311
-63% -$26.1K 0.01% 1303
2024
Q4 		$45K Buy
2,091
+37
+2% +$783 0.03% 896
2024
Q3 		$37K Sell
2,054
-488
-19% -$8.7K 0.02% 977
2024
Q2 		$44K Buy
2,542
+1,073
+73% +$17.9K 0.03% 911
2024
Q1 		$26K Sell
1,469
-1,119
-43% -$19.9K 0.02% 1118
2023
Q4 		$52K Sell
2,588
-6,173
-70% -$110K 0.04% 827
2023
Q3 		$145K Buy
8,761
+885
+11% +$15K 0.11% 233
2023
Q2 		$105K Buy
7,876
+5,211
+196% +$71.9K 0.08% 406
2023
Q1 		$44K Buy
2,665
+2,655
+26,550% +$60.5K 0.04% 751
2022
Q4 		$0 Sell
10
-1,377
-99% -$37.5K ﹤0.01% 2139
2022
Q3 		$35K Sell
1,387
-3,201
-70% -$83.4K 0.03% 832
2022
Q2 		$114K Sell
4,588
-21
-0.5% -$502 0.09% 337
2022
Q1 		$107K Buy
4,609
+1,959
+74% +$45.3K 0.07% 463
2021
Q4 		$57K Buy
+2,650
New +$54.3K 0.08% 463

Other funds holding CVBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Covestor's CVBF Position: Q3 2026 in Review

Covestor reduced its CVB Financial (CVBF) stake by 41% in Q3 2026, selling an estimated $30.3K and leaving 1,929 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #825.

Covestor first reported a position in CVBF in Q4 2021 and has held it in 20 quarters since. The position peaked at $145K in Q3 2023. 214 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • Covestor held 1,929 shares of CVB Financial worth $42K as of Q3 2026.
  • Covestor sold 1,344 CVB Financial shares in Q3 2026, an estimated $30.3K.
  • CVB Financial made up 0.03% of Covestor's portfolio in Q3 2026, its #825 holding.
  • Covestor first reported a position in CVB Financial in Q4 2021 and has held it in 20 quarters since.
  • Covestor's CVB Financial position peaked at $145K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.