FC
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Financial Consulate’s CVB Financial CVBF Stock Holding History

Financial Consulate’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 		$654 Buy
+29
New +$596 ﹤0.01% 1257

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

Financial Consulate's CVBF Position: Q2 2026 in Review

Financial Consulate opened a new position in CVB Financial (CVBF) in Q2 2026: 29 shares worth $654. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings.

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

  • Financial Consulate held 29 shares of CVB Financial worth $654 as of Q2 2026.
  • CVB Financial was a new Financial Consulate position in Q2 2026.
  • CVB Financial made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1257 holding.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.