CGH
CVBF icon

Crossmark Global Holdings’s CVB Financial CVBF Stock Holding History

Crossmark Global Holdings’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 		$214K Buy
+9,507
New +$195K ﹤0.01% 1205
2025
Q1 		– Sell
-9,612
Closed -$206K – 1324
2024
Q4 		$206K Buy
+9,612
New +$203K ﹤0.01% 1199
2024
Q2 		– Sell
-10,343
Closed -$185K – 1307
2024
Q1 		$185K Sell
10,343
-100
-1% -$1.77K ﹤0.01% 1293
2023
Q4 		$210K Sell
10,443
-177
-2% -$3.14K ﹤0.01% 1231
2023
Q3 		$174K Sell
10,620
-33
-0.3% -$560 ﹤0.01% 1218
2023
Q2 		$198K Sell
10,653
-62
-0.6% -$855 ﹤0.01% 1253
2023
Q1 		$179K Hold
10,715
– – ﹤0.01% 1249
2022
Q4 		$276K Sell
10,715
-289
-3% -$7.87K 0.01% 1044
2022
Q3 		$279K Sell
11,004
-256
-2% -$6.67K 0.01% 1022
2022
Q2 		$280K Hold
11,260
– – 0.01% 1054
2022
Q1 		$261K Buy
11,260
+140
+1% +$3.24K 0.01% 1196
2021
Q4 		$238K Buy
11,120
+1,260
+13% +$25.8K 0.01% 1263
2021
Q3 		$201K Sell
9,860
-20
-0.2% -$395 ﹤0.01% 1353
2021
Q2 		$203K Buy
9,880
+180
+2% +$3.93K ﹤0.01% 1372
2021
Q1 		$214K Buy
+9,700
New +$211K 0.01% 1345
2018
Q4 		– Sell
-12,350
Closed -$276K – 1430
2018
Q3 		$276K Buy
12,350
+70
+0.6% +$1.65K 0.01% 1372
2018
Q2 		$275K Sell
12,280
-80
-0.6% -$1.84K 0.01% 1365
2018
Q1 		$280K Sell
12,360
-3,620
-23% -$85.1K 0.01% 1320
2017
Q4 		$376K Buy
15,980
+50
+0.3% +$1.19K 0.01% 1212
2017
Q3 		$385K Buy
+15,930
New +$343K 0.01% 1134
2016
Q3 		$385K Buy
+15,930
New +$271K 0.01% 1134

Other funds holding CVBF

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Crossmark Global Holdings's CVBF Position: Q2 2026 in Review

Crossmark Global Holdings opened a new position in CVB Financial (CVBF) in Q2 2026: 9,507 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings. This is a return to the name: Crossmark Global Holdings previously reported a position in CVBF as recently as Q4 2024.

Crossmark Global Holdings first reported a position in CVBF in Q3 2016 and has held it in 21 quarters since. The position peaked at $385K in Q3 2017. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Crossmark Global Holdings held 9,507 shares of CVB Financial worth $214K as of Q2 2026.
  • CVB Financial was a new Crossmark Global Holdings position in Q2 2026.
  • CVB Financial made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1205 holding.
  • Crossmark Global Holdings first reported a position in CVB Financial in Q3 2016 and has held it in 21 quarters since.
  • Crossmark Global Holdings's CVB Financial position peaked at $385K in Q3 2017.
  • 30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.