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
Q3 		$46K Buy
2,130
+430
+25% +$9.7K ﹤0.01% 3494
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's CVBF Position: Q3 2026 in Review

Farther Finance Advisors increased its CVB Financial (CVBF) stake by 25% in Q3 2026, buying an estimated $9.7K and bringing the position to 2,130 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

Farther Finance Advisors first reported a position in CVBF in Q4 2022 and has held it in 16 quarters since. 10 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • Farther Finance Advisors held 2,130 shares of CVB Financial worth $46K as of Q3 2026.
  • Farther Finance Advisors bought 430 CVB Financial shares in Q3 2026, an estimated $9.7K.
  • CVB Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3494 holding.
  • Farther Finance Advisors first reported a position in CVB Financial in Q4 2022 and has held it in 16 quarters since.
  • 10 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.