FFO
CVBF icon

Fortitude Family Office’s CVB Financial CVBF Stock Holding History

Fortitude Family Office’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
Q1 		$2.29K Buy
118
+83
+237% +$1.63K ﹤0.01% 1238
2025
Q4 		$651 Sell
35
-13
-27% -$249 ﹤0.01% 1615
2025
Q3 		$908 Hold
48
– – ﹤0.01% 1587
2025
Q2 		$950 Buy
+48
New +$894 ﹤0.01% 1541

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fortitude Family Office's CVBF Position: Q1 2026 in Review

Fortitude Family Office increased its CVB Financial (CVBF) stake by 237% in Q1 2026, buying an estimated $1.63K and bringing the position to 118 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Fortitude Family Office first reported a position in CVBF in Q2 2025 and has held it in 4 quarters since. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Fortitude Family Office held 118 shares of CVB Financial worth $2.29K as of Q1 2026.
  • Fortitude Family Office bought 83 CVB Financial shares in Q1 2026, an estimated $1.63K.
  • CVB Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1238 holding.
  • Fortitude Family Office first reported a position in CVB Financial in Q2 2025 and has held it in 4 quarters since.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.