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
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

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
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
FFA
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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. 17 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.
  • 17 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.