FFA
CVBF icon

Farther Finance Advisors’s CVB Financial CVBF Stock Holding History

Farther Finance 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 		$38.3K Buy
1,700
+538
+46% +$11.1K ﹤0.01% 3464
2026
Q1 		$22.7K Buy
1,162
+54
+5% +$1.06K ﹤0.01% 3571
2025
Q4 		$20.6K Buy
1,108
+257
+30% +$4.92K ﹤0.01% 3421
2025
Q3 		$16.1K Buy
851
+42
+5% +$836 ﹤0.01% 3173
2025
Q2 		$16K Sell
809
-17
-2% -$317 ﹤0.01% 2817
2025
Q1 		$15.2K Sell
826
-68
-8% -$1.35K ﹤0.01% 2518
2024
Q4 		$19.1K Sell
894
-7
-0.8% -$148 ﹤0.01% 2097
2024
Q3 		$16.1K Buy
901
+69
+8% +$1.23K ﹤0.01% 2178
2024
Q2 		$14.2K Buy
832
+135
+19% +$2.25K ﹤0.01% 1921
2024
Q1 		$12.1K Sell
697
-67
-9% -$1.19K ﹤0.01% 1685
2023
Q4 		$15.4K Buy
764
+699
+1,075% +$12.4K ﹤0.01% 1417
2023
Q3 		$1.08K Buy
65
+45
+225% +$763 ﹤0.01% 2063
2023
Q2 		$266 Sell
20
-6
-23% -$83 ﹤0.01% 2312
2023
Q1 		$434 Hold
26
– – ﹤0.01% 2040
2022
Q4 		$670 Buy
+26
New +$708 ﹤0.01% 1759

Other funds holding CVBF

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Farther Finance Advisors's CVBF Position: Q2 2026 in Review

Farther Finance Advisors increased its CVB Financial (CVBF) stake by 46% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,700 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3464.

Farther Finance Advisors first reported a position in CVBF in Q4 2022 and has held it in 15 quarters since. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Farther Finance Advisors held 1,700 shares of CVB Financial worth $38.3K as of Q2 2026.
  • Farther Finance Advisors bought 538 CVB Financial shares in Q2 2026, an estimated $11.1K.
  • CVB Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3464 holding.
  • Farther Finance Advisors first reported a position in CVB Financial in Q4 2022 and has held it in 15 quarters since.
  • 30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.