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 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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

DiNuzzo Private Wealth's CVBF Position: Q2 2026 in Review

DiNuzzo Private Wealth held its CVB Financial (CVBF) position steady in Q2 2026 at 31 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

DiNuzzo Private Wealth first reported a position in CVBF in Q4 2023 and has held it in 11 quarters since. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

DiNuzzo Private Wealth held 31 shares of CVB Financial worth $700 as of Q2 2026.
DiNuzzo Private Wealth left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1002 holding.
DiNuzzo Private Wealth first reported a position in CVB Financial in Q4 2023 and has held it in 11 quarters since.
30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.