D.A. Davidson & Co’s CVB Financial CVBF Stock Holding History

D.A. Davidson & Co’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	$918K	Hold	47,362	–	–	0.01%	955
2025 Q4	$881K	Sell	47,362 -2,000	-4%	-$38.2K	0.01%	937
2025 Q3	$933K	Hold	49,362	–	–	0.01%	899
2025 Q2	$977K	Hold	49,362	–	–	0.01%	826
2025 Q1	$911K	Hold	49,362	–	–	0.01%	800
2024 Q4	$1.06M	Hold	49,362	–	–	0.01%	747
2024 Q3	$880K	Hold	49,362	–	–	0.01%	810
2024 Q2	$851K	Hold	49,362	–	–	0.01%	788
2024 Q1	$881K	Buy	49,362 +3,012	+6%	+$53.4K	0.01%	782
2023 Q4	$936K	Sell	46,350 -4,000	-8%	-$71K	0.01%	734
2023 Q3	$834K	Hold	50,350	–	–	0.01%	734
2023 Q2	$669K	Sell	50,350 -400	-0.8%	-$5.52K	0.01%	829
2023 Q1	$847K	Sell	50,750 -7,744	-13%	-$176K	0.01%	735
2022 Q4	$1.51M	Buy	58,494 +101	+0.2%	+$2.75K	0.02%	514
2022 Q3	$1.48M	Sell	58,393 -357	-0.6%	-$9.3K	0.02%	477
2022 Q2	$1.46M	Buy	58,750 +5,800	+11%	+$139K	0.02%	500
2022 Q1	$1.23M	Hold	52,950	–	–	0.01%	593
2021 Q4	$1.13M	Sell	52,950 -800	-1%	-$16.4K	0.01%	617
2021 Q3	$1.09M	Hold	53,750	–	–	0.01%	606
2021 Q2	$1.11M	Sell	53,750 -6,130	-10%	-$134K	0.01%	603
2021 Q1	$1.32M	Buy	59,880 +350	+0.6%	+$7.61K	0.02%	510
2020 Q4	$1.16M	Hold	59,530	–	–	0.02%	471
2020 Q3	$990K	Hold	59,530	–	–	0.02%	444
2020 Q2	$1.12M	Sell	59,530 -1,150	-2%	-$21.9K	0.02%	424
2020 Q1	$1.22M	Sell	60,680 -500	-0.8%	-$10.1K	0.02%	409
2019 Q4	$1.32M	Buy	61,180 +46,678	+322%	+$988K	0.02%	441
2019 Q3	$303K	Sell	14,502 -784	-5%	-$16.4K	0.01%	780
2019 Q2	$321K	Buy	15,286 +200	+1%	+$4.26K	0.01%	762
2019 Q1	$318K	Sell	15,086 -700	-4%	-$15.4K	0.01%	854
2018 Q4	$319K	Hold	15,786	–	–	0.01%	794
2018 Q3	$352K	Buy	15,786 +3,000	+23%	+$70.8K	0.01%	844
2018 Q2	$287K	Sell	12,786 -3,400	-21%	-$78.2K	0.01%	893
2018 Q1	$366K	Buy	+16,186	New	+$381K	0.01%	795
2017 Q3	–	Sell	-7,056	Closed	-$158K	–	1265
2017 Q2	$158K	Buy	7,056 +1,600	+29%	+$34.2K	﹤0.01%	1056
2017 Q1	$120K	Buy	5,456 +4,706	+627%	+$108K	﹤0.01%	1170
2016 Q4	$17K	Buy	750 +400	+114%	+$7.91K	﹤0.01%	1964
2016 Q3	$6K	Hold	350	–	–	﹤0.01%	2148
2016 Q2	$5K	Buy	+350	New	+$5.93K	﹤0.01%	2117
2016 Q1	–	Sell	-1,609	Closed	-$27K	–	2258
2015 Q4	$27K	Sell	1,609 -554	-26%	-$9.71K	﹤0.01%	1611
2015 Q3	$36K	Sell	2,163 -343	-14%	-$5.87K	﹤0.01%	1491
2015 Q2	$44K	Buy	2,506 +1,806	+258%	+$29.7K	﹤0.01%	1477
2015 Q1	$11K	Hold	700	–	–	﹤0.01%	1774
2014 Q4	$11K	Sell	700 -700	-50%	-$10.7K	﹤0.01%	1799
2014 Q3	$20K	Hold	1,400	–	–	﹤0.01%	1669
2014 Q2	$22K	Buy	1,400 +300	+27%	+$4.52K	﹤0.01%	1625
2014 Q1	$17K	Sell	1,100 -300	-21%	-$4.74K	﹤0.01%	1677
2013 Q4	$23K	Buy	+1,400	New	+$21.3K	﹤0.01%	1515

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

D.A. Davidson & Co's CVBF Position: Q1 2026 in Review

D.A. Davidson & Co held its CVB Financial (CVBF) position steady in Q1 2026 at 47,362 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #955.

D.A. Davidson & Co first reported a position in CVBF in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.51M in Q4 2022. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

D.A. Davidson & Co held 47,362 shares of CVB Financial worth $918K as of Q1 2026.
D.A. Davidson & Co left its CVB Financial share count unchanged in Q1 2026.
CVB Financial made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #955 holding.
D.A. Davidson & Co first reported a position in CVB Financial in Q4 2013 and has held it in 47 quarters since.
D.A. Davidson & Co's CVB Financial position peaked at $1.51M in Q4 2022.
284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.