Dunhill Financial’s CVB Financial CVBF Stock Holding History

Dunhill Financial’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	$59	Hold	2	–	–	﹤0.01%	1489
2026 Q1	$50	Sell	2 -1	-33%	-$20	﹤0.01%	1604
2025 Q4	$49	Buy	+3	New	+$57	﹤0.01%	1657

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dunhill Financial's CVBF Position: Q2 2026 in Review

Dunhill Financial held its CVB Financial (CVBF) position steady in Q2 2026 at 2 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Dunhill Financial first reported a position in CVBF in Q4 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Dunhill Financial held 2 shares of CVB Financial worth $59 as of Q2 2026.
Dunhill Financial left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1489 holding.
Dunhill Financial first reported a position in CVB Financial in Q4 2025 and has held it in 3 quarters since.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.