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Dmitry Balyasny’s CVB Financial CVBF Stock Holding History

Dmitry Balyasny’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
2023
Q3 		– Sell
-280,000
Closed -$3.72M – 2330
2023
Q2 		$3.72M Buy
+280,000
New +$3.86M 0.01% 1157

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dmitry Balyasny's CVBF Position: Q2 2026 in Review

Dmitry Balyasny reduced its CVB Financial (CVBF) stake by 38% in Q2 2026, selling an estimated $11.9M and leaving 959,217 shares worth $21.6M. The position accounts for 0.03% of the portfolio, ranked #682.

Dmitry Balyasny first reported a position in CVBF in Q1 2017 and has held it in 27 quarters since. The position peaked at $29.8M in Q1 2026. 321 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Dmitry Balyasny held 959,217 shares of CVB Financial worth $21.6M as of Q2 2026.
  • Dmitry Balyasny sold 578,279 CVB Financial shares in Q2 2026, an estimated $11.9M.
  • CVB Financial made up 0.03% of Dmitry Balyasny's portfolio in Q2 2026, its #682 holding.
  • Dmitry Balyasny first reported a position in CVB Financial in Q1 2017 and has held it in 27 quarters since.
  • Dmitry Balyasny's CVB Financial position peaked at $29.8M in Q1 2026.
  • 321 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.