EWA
CVBF icon

EverSource Wealth Advisors’s CVB Financial CVBF Stock Holding History

EverSource Wealth Advisors’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 		$35.9K Sell
1,591
-816
-34% -$16.8K ﹤0.01% 2005
2026
Q1 		$46.7K Buy
2,407
+695
+41% +$13.7K ﹤0.01% 1941
2025
Q4 		$31.8K Buy
1,712
+272
+19% +$5.2K ﹤0.01% 2062
2025
Q3 		$27.2K Buy
1,440
+118
+9% +$2.35K ﹤0.01% 2126
2025
Q2 		$26.2K Buy
1,322
+470
+55% +$8.75K ﹤0.01% 2088
2025
Q1 		$15.7K Buy
852
+216
+34% +$4.3K ﹤0.01% 1829
2024
Q4 		$13.6K Buy
636
+27
+4% +$571 ﹤0.01% 1846
2024
Q3 		$10.9K Hold
609
– – ﹤0.01% 1818
2024
Q2 		$11.6K Buy
609
+58
+11% +$966 ﹤0.01% 1769
2024
Q1 		$9K Buy
551
+428
+348% +$7.59K ﹤0.01% 1745
2023
Q4 		$2.48K Hold
123
– – ﹤0.01% 2110
2023
Q3 		$2.04K Hold
123
– – ﹤0.01% 1996
2023
Q2 		$1.63K Sell
123
-491
-80% -$6.77K ﹤0.01% 2084
2023
Q1 		$10.2K Buy
614
+52
+9% +$1.19K ﹤0.01% 1339
2022
Q4 		$14.5K Hold
562
– – ﹤0.01% 1187
2022
Q3 		$14K Buy
562
+299
+114% +$7.79K ﹤0.01% 1014
2022
Q2 		$7K Hold
263
– – ﹤0.01% 1146
2022
Q1 		$6K Hold
263
– – ﹤0.01% 1172
2021
Q4 		$6K Buy
+263
New +$5.39K ﹤0.01% 1171

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

EverSource Wealth Advisors's CVBF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CVB Financial (CVBF) stake by 34% in Q2 2026, selling an estimated $16.8K and leaving 1,591 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

EverSource Wealth Advisors first reported a position in CVBF in Q4 2021 and has held it in 19 quarters since. The position peaked at $46.7K in Q1 2026. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • EverSource Wealth Advisors held 1,591 shares of CVB Financial worth $35.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 816 CVB Financial shares in Q2 2026, an estimated $16.8K.
  • CVB Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2005 holding.
  • EverSource Wealth Advisors first reported a position in CVB Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's CVB Financial position peaked at $46.7K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.