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 Q3	$2.77K	Buy	128 +10	+8%	+$226	﹤0.01%	1867
2026 Q2	$2.66K	Hold	118	–	–	﹤0.01%	1366
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Fortitude Family Office's CVBF Position: Q3 2026 in Review

Fortitude Family Office increased its CVB Financial (CVBF) stake by 8.5% in Q3 2026, buying an estimated $226 and bringing the position to 128 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Fortitude Family Office first reported a position in CVBF in Q2 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

Fortitude Family Office held 128 shares of CVB Financial worth $2.77K as of Q3 2026.
Fortitude Family Office bought 10 CVB Financial shares in Q3 2026, an estimated $226.
CVB Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1867 holding.
Fortitude Family Office first reported a position in CVB Financial in Q2 2025 and has held it in 6 quarters since.
22 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.