Curio Wealth’s CVB Financial CVBF Stock Holding History

Curio Wealth’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	–	Sell	-3	Closed	-$58	–	324
2026 Q1	$58	Buy	+3	New	+$59	﹤0.01%	1101

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

Curio Wealth's CVBF Position: Q2 2026 in Review

Curio Wealth sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 3 shares — an estimated $58 sold.

Curio Wealth first reported a position in CVBF in Q1 2026 and held it in 1 quarter. The position peaked at $58 in Q1 2026. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Curio Wealth reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 CVB Financial shares in Q2 2026, an estimated $58.
Curio Wealth first reported a position in CVB Financial in Q1 2026 and held it in 1 quarter.
Curio Wealth's CVB Financial position peaked at $58 in Q1 2026.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.