ECM
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Everence Capital Management’s CVB Financial CVBF Stock Holding History

Everence Capital Management’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
-10,060
Closed -$187K – 821
2025
Q4 		$187K Hold
10,060
– – 0.01% 754
2025
Q3 		$190K Hold
10,060
– – 0.01% 777
2025
Q2 		$199K Sell
10,060
-4,870
-33% -$90.7K 0.01% 757
2025
Q1 		$276K Hold
14,930
– – 0.02% 601
2024
Q4 		$320K Sell
14,930
-850
-5% -$18K 0.02% 547
2024
Q3 		$281K Sell
15,780
-5,780
-27% -$103K 0.02% 613
2024
Q2 		$352 Hold
21,560
– – 0.02% 493
2024
Q1 		$385 Hold
21,560
– – 0.03% 491
2023
Q4 		$435K Buy
21,560
+5,790
+37% +$103K 0.03% 437
2023
Q3 		$261 Buy
+15,770
New +$268K 0.02% 586
2023
Q1 		– Sell
-26,090
Closed -$672 – 753
2022
Q4 		$672 Hold
26,090
– – 0.06% 286
2022
Q3 		$661K Buy
26,090
+4,410
+20% +$115K 0.06% 270
2022
Q2 		$538K Buy
21,680
+8,680
+67% +$208K 0.05% 314
2022
Q1 		$302K Buy
+13,000
New +$301K 0.02% 559
2021
Q2 		– Sell
-17,620
Closed -$389K – 731
2021
Q1 		$389K Hold
17,620
– – 0.04% 456
2020
Q4 		$344K Sell
17,620
-5,260
-23% -$99.5K 0.03% 461
2020
Q3 		$380K Hold
22,880
– – 0.04% 380
2020
Q2 		$446K Hold
22,880
– – 0.05% 333
2020
Q1 		$459K Buy
22,880
+3,550
+18% +$71.4K 0.06% 261
2019
Q4 		$417K Hold
19,330
– – 0.06% 348
2019
Q3 		$403K Buy
19,330
+5,550
+40% +$116K 0.07% 323
2019
Q2 		$290K Hold
13,780
– – 0.05% 441
2019
Q1 		$290K Buy
+13,780
New +$302K 0.05% 422

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

Everence Capital Management's CVBF Position: Q1 2026 in Review

Everence Capital Management sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 10,060 shares — an estimated $187K sold.

Everence Capital Management first reported a position in CVBF in Q1 2019 and held it in 23 quarters. The position peaked at $661K in Q3 2022. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Everence Capital Management reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
  • Everence Capital Management sold 10,060 CVB Financial shares in Q1 2026, an estimated $187K.
  • Everence Capital Management first reported a position in CVB Financial in Q1 2019 and held it in 23 quarters.
  • Everence Capital Management's CVB Financial position peaked at $661K in Q3 2022.
  • 285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.