DiNuzzo Private Wealth
CVBF icon

DiNuzzo Private Wealth’s CVB Financial CVBF Stock Holding History

DiNuzzo Private 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
Q3 		$670 Hold
31
– – ﹤0.01% 1005
2026
Q2 		$700 Hold
31
– – ﹤0.01% 1002
2026
Q1 		$602 Hold
31
– – ﹤0.01% 1030
2025
Q4 		$577 Hold
31
– – ﹤0.01% 1041
2025
Q3 		$625 Hold
31
– – ﹤0.01% 1036
2025
Q2 		$614 Hold
31
– – ﹤0.01% 1013
2025
Q1 		$573 Hold
31
– – ﹤0.01% 1002
2024
Q4 		$664 Hold
31
– – ﹤0.01% 978
2024
Q3 		$553 Buy
31
+4
+15% +$71 ﹤0.01% 1074
2024
Q2 		$466 Buy
27
+4
+17% +$67 ﹤0.01% 1057
2024
Q1 		$411 Sell
23
-3
-12% -$53 ﹤0.01% 1037
2023
Q4 		$525 Buy
+26
New +$461 ﹤0.01% 963

Other funds holding CVBF

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Momentous Wealth Management
Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

DiNuzzo Private Wealth's CVBF Position: Q3 2026 in Review

DiNuzzo Private Wealth held its CVB Financial (CVBF) position steady in Q3 2026 at 31 shares worth $670. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

DiNuzzo Private Wealth first reported a position in CVBF in Q4 2023 and has held it in 12 quarters since. The position peaked at $700 in Q2 2026. 70 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • DiNuzzo Private Wealth held 31 shares of CVB Financial worth $670 as of Q3 2026.
  • DiNuzzo Private Wealth left its CVB Financial share count unchanged in Q3 2026.
  • CVB Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1005 holding.
  • DiNuzzo Private Wealth first reported a position in CVB Financial in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's CVB Financial position peaked at $700 in Q2 2026.
  • 70 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.