Engineers Gate Manager’s CVB Financial CVBF Stock Holding History

Engineers Gate Manager’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	–	Sell	-11,080	Closed	-$215K	–	2309
2026 Q1	$215K	Buy	+11,080	New	+$218K	﹤0.01%	1879
2025 Q4	–	Sell	-37,900	Closed	-$717K	–	2180
2025 Q3	$717K	Buy	37,900 +10,058	+36%	+$200K	0.01%	1333
2025 Q2	$551K	Buy	+27,842	New	+$518K	0.01%	1431
2024 Q1	–	Sell	-36,792	Closed	-$743K	–	1977
2023 Q4	$743K	Sell	36,792 -20,849	-36%	-$370K	0.02%	960
2023 Q3	$955K	Sell	57,641 -25,319	-31%	-$430K	0.04%	735
2023 Q2	$1.1M	Buy	82,960 +36,026	+77%	+$497K	0.04%	648
2023 Q1	$783K	Buy	+46,934	New	+$1.07M	0.03%	758
2021 Q4	–	Sell	-18,682	Closed	-$381K	–	2058
2021 Q3	$381K	Buy	+18,682	New	+$369K	0.02%	1043
2015 Q3	–	Sell	-25,896	Closed	-$456K	–	708
2015 Q2	$456K	Buy	+25,896	New	+$426K	0.04%	671

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

Engineers Gate Manager's CVBF Position: Q2 2026 in Review

Engineers Gate Manager sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 11,080 shares — an estimated $215K sold.

Engineers Gate Manager first reported a position in CVBF in Q2 2015 and held it in 9 quarters. The position peaked at $1.1M in Q2 2023. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Engineers Gate Manager reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
Engineers Gate Manager sold 11,080 CVB Financial shares in Q2 2026, an estimated $215K.
Engineers Gate Manager first reported a position in CVB Financial in Q2 2015 and held it in 9 quarters.
Engineers Gate Manager's CVB Financial position peaked at $1.1M in Q2 2023.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.