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

Evergreen 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
Q2 		$453K Buy
+20,102
New +$413K 0.01% 966

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evergreen Capital Management's CVBF Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in CVB Financial (CVBF) in Q2 2026: 20,102 shares worth $453K. The stake represents 0.01% of the portfolio and ranks #966 among its holdings.

323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Evergreen Capital Management held 20,102 shares of CVB Financial worth $453K as of Q2 2026.
  • CVB Financial was a new Evergreen Capital Management position in Q2 2026.
  • CVB Financial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #966 holding.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.