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Curi RMB Capital’s CVB Financial CVBF Stock Holding History

Curi RMB Capital’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 		$305K Buy
13,509
+810
+6% +$16.6K ﹤0.01% 750
2026
Q1 		$246K Buy
+12,699
New +$250K ﹤0.01% 776
2020
Q4 		– Sell
-258,382
Closed -$4.3M – 593
2020
Q3 		$4.3M Buy
258,382
+6,520
+3% +$116K 0.19% 123
2020
Q2 		$4.72M Sell
251,862
-14,019
-5% -$268K 0.21% 116
2020
Q1 		$5.33M Buy
265,881
+28,477
+12% +$573K 0.25% 105
2019
Q4 		$5.12M Buy
237,404
+8,189
+4% +$173K 0.14% 164
2019
Q3 		$4.78M Buy
229,215
+15,400
+7% +$322K 0.13% 173
2019
Q2 		$4.5M Buy
213,815
+4,675
+2% +$99.6K 0.11% 186
2019
Q1 		$4.4M Buy
209,140
+53,107
+34% +$1.17M 0.11% 208
2018
Q4 		$3.16M Buy
156,033
+20,711
+15% +$449K 0.08% 256
2018
Q3 		$3.02M Hold
135,322
– – 0.07% 292
2018
Q2 		$3.03M Sell
135,322
-113,055
-46% -$2.6M 0.07% 288
2018
Q1 		$5.62M Sell
248,377
-7,711
-3% -$181K 0.14% 198
2017
Q4 		$6.03M Sell
256,088
-2,112
-0.8% -$50.2K 0.16% 187
2017
Q3 		$6.24M Buy
258,200
+17,380
+7% +$375K 0.16% 192
2017
Q2 		$5.4M Buy
+240,820
New +$5.15M 0.15% 203

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
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

Curi RMB Capital's CVBF Position: Q2 2026 in Review

Curi RMB Capital increased its CVB Financial (CVBF) stake by 6.4% in Q2 2026, buying an estimated $16.6K and bringing the position to 13,509 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Curi RMB Capital first reported a position in CVBF in Q2 2017 and has held it in 16 quarters since. The position peaked at $6.24M in Q3 2017. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Curi RMB Capital held 13,509 shares of CVB Financial worth $305K as of Q2 2026.
  • Curi RMB Capital bought 810 CVB Financial shares in Q2 2026, an estimated $16.6K.
  • CVB Financial made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #750 holding.
  • Curi RMB Capital first reported a position in CVB Financial in Q2 2017 and has held it in 16 quarters since.
  • Curi RMB Capital's CVB Financial position peaked at $6.24M in Q3 2017.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.