Creative Planning’s CVB Financial CVBF Stock Holding History

Creative Planning’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	$5.42M	Buy	240,282 +167,214	+229%	+$3.43M	﹤0.01%	1349
2026 Q1	$1.42M	Sell	73,068 -30,575	-30%	-$601K	﹤0.01%	2181
2025 Q4	$1.93M	Buy	103,643 +23,581	+29%	+$451K	﹤0.01%	1750
2025 Q3	$1.51M	Buy	+80,062	New	+$1.59M	﹤0.01%	1760
2025 Q1	–	Sell	-3,500	Closed	-$74.9K	–	3519
2024 Q4	$74.9K	Buy	+3,500	New	+$74K	﹤0.01%	3196
2023 Q4	–	Sell	-700	Closed	-$11.6K	–	2833
2023 Q3	$11.6K	Buy	+700	New	+$11.9K	﹤0.01%	2642
2022 Q2	–	Sell	-1,171,947	Closed	-$27.2M	–	2333
2022 Q1	$27.2M	Buy	+1,171,947	New	+$27.1M	0.04%	165

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Creative Planning's CVBF Position: Q2 2026 in Review

Creative Planning increased its CVB Financial (CVBF) stake by 229% in Q2 2026, buying an estimated $3.43M and bringing the position to 240,282 shares worth $5.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Creative Planning first reported a position in CVBF in Q1 2022 and has held it in 7 quarters since. The position peaked at $27.2M in Q1 2022. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Creative Planning held 240,282 shares of CVB Financial worth $5.42M as of Q2 2026.
Creative Planning bought 167,214 CVB Financial shares in Q2 2026, an estimated $3.43M.
CVB Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1349 holding.
Creative Planning first reported a position in CVB Financial in Q1 2022 and has held it in 7 quarters since.
Creative Planning's CVB Financial position peaked at $27.2M in Q1 2022.
324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.