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Essential Partners’s CVB Financial CVBF Stock Holding History

Essential Partners’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 		$15.4K Buy
684
+651
+1,973% +$13.4K 0.01% 1010
2026
Q1 		$640 Sell
33
-7
-18% -$138 ﹤0.01% 2362
2025
Q4 		$744 Buy
+40
New +$765 ﹤0.01% 2125

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Essential Partners's CVBF Position: Q2 2026 in Review

Essential Partners increased its CVB Financial (CVBF) stake by 1,973% in Q2 2026, buying an estimated $13.4K and bringing the position to 684 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #1010.

Essential Partners 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.

  • Essential Partners held 684 shares of CVB Financial worth $15.4K as of Q2 2026.
  • Essential Partners bought 651 CVB Financial shares in Q2 2026, an estimated $13.4K.
  • CVB Financial made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1010 holding.
  • Essential Partners 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 Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.