EC
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EntryPoint Capital’s CVB Financial CVBF Stock Holding History

EntryPoint Capital’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
Q1 		– Sell
-15,342
Closed -$285K – 783
2025
Q4 		$285K Sell
15,342
-13,442
-47% -$257K 0.11% 386
2025
Q3 		$544K Buy
28,784
+2,223
+8% +$44.3K 0.21% 140
2025
Q2 		$526K Buy
+26,561
New +$495K 0.26% 80
2024
Q4 		– Sell
-22,047
Closed -$393K – 774
2024
Q3 		$393K Buy
+22,047
New +$393K 0.22% 137
2024
Q2 		– Sell
-1,490
Closed -$26.6K – 1029
2024
Q1 		$26.6K Sell
1,490
-1,738
-54% -$30.8K 0.02% 997
2023
Q4 		$65.2K Buy
+3,228
New +$57.3K 0.06% 597

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

EntryPoint Capital's CVBF Position: Q1 2026 in Review

EntryPoint Capital sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 15,342 shares — an estimated $285K sold.

EntryPoint Capital first reported a position in CVBF in Q4 2023 and held it in 6 quarters. The position peaked at $544K in Q3 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • EntryPoint Capital reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
  • EntryPoint Capital sold 15,342 CVB Financial shares in Q1 2026, an estimated $285K.
  • EntryPoint Capital first reported a position in CVB Financial in Q4 2023 and held it in 6 quarters.
  • EntryPoint Capital's CVB Financial position peaked at $544K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on EntryPoint Capital's 13F filing for Q1 2026, filed 14 May 2026.