CFO
CVBF icon

CVA Family Office’s CVB Financial CVBF Stock Holding History

CVA Family Office’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 		$6.04K Buy
268
+9
+3% +$185 ﹤0.01% 1204
2026
Q1 		$5.02K Buy
259
+155
+149% +$3.05K ﹤0.01% 1239
2025
Q4 		$1.93K Buy
+104
New +$1.99K ﹤0.01% 999
2025
Q3 		– Sell
-26
Closed -$515 – 1314
2025
Q2 		$515 Sell
26
-40
-61% -$745 ﹤0.01% 1225
2025
Q1 		$1.22K Buy
+66
New +$1.31K ﹤0.01% 1072

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

CVA Family Office's CVBF Position: Q2 2026 in Review

CVA Family Office increased its CVB Financial (CVBF) stake by 3.5% in Q2 2026, buying an estimated $185 and bringing the position to 268 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

CVA Family Office first reported a position in CVBF in Q1 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • CVA Family Office held 268 shares of CVB Financial worth $6.04K as of Q2 2026.
  • CVA Family Office bought 9 CVB Financial shares in Q2 2026, an estimated $185.
  • CVB Financial made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1204 holding.
  • CVA Family Office first reported a position in CVB Financial in Q1 2025 and has held it in 5 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.