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
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 $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

CVA Family Office's CVBF Position: Q1 2026 in Review

CVA Family Office increased its CVB Financial (CVBF) stake by 149% in Q1 2026, buying an estimated $3.05K and bringing the position to 259 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

CVA Family Office first reported a position in CVBF in Q1 2025 and has held it in 4 quarters since. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • CVA Family Office held 259 shares of CVB Financial worth $5.02K as of Q1 2026.
  • CVA Family Office bought 155 CVB Financial shares in Q1 2026, an estimated $3.05K.
  • CVB Financial made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1239 holding.
  • CVA Family Office first reported a position in CVB Financial in Q1 2025 and has held it in 4 quarters since.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.