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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Creative Planning's CVBF Position: Q1 2026 in Review

Creative Planning reduced its CVB Financial (CVBF) stake by 30% in Q1 2026, selling an estimated $601K and leaving 73,068 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Creative Planning first reported a position in CVBF in Q1 2022 and has held it in 6 quarters since. The position peaked at $27.2M in Q1 2022. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

Creative Planning held 73,068 shares of CVB Financial worth $1.42M as of Q1 2026.
Creative Planning sold 30,575 CVB Financial shares in Q1 2026, an estimated $601K.
CVB Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2181 holding.
Creative Planning first reported a position in CVB Financial in Q1 2022 and has held it in 6 quarters since.
Creative Planning's CVB Financial position peaked at $27.2M in Q1 2022.
284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.