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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
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

Curi RMB Capital's CVBF Position: Q1 2026 in Review

Curi RMB Capital opened a new position in CVB Financial (CVBF) in Q1 2026: 12,699 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in CVBF as recently as Q3 2020.

Curi RMB Capital first reported a position in CVBF in Q2 2017 and has held it in 15 quarters since. The position peaked at $6.24M in Q3 2017. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Curi RMB Capital held 12,699 shares of CVB Financial worth $246K as of Q1 2026.
  • CVB Financial was a new Curi RMB Capital position in Q1 2026.
  • CVB Financial made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #776 holding.
  • Curi RMB Capital first reported a position in CVB Financial in Q2 2017 and has held it in 15 quarters since.
  • Curi RMB Capital's CVB Financial position peaked at $6.24M in Q3 2017.
  • 285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.