Franklin Resources
CVBF icon

Franklin Resources’s CVB Financial CVBF Stock Holding History

Franklin Resources’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 		$3.66M Buy
162,404
+80,392
+98% +$1.65M ﹤0.01% 1756
2026
Q1 		$1.59M Buy
82,012
+12,672
+18% +$249K ﹤0.01% 1989
2025
Q4 		$1.29M Buy
69,340
+23,906
+53% +$457K ﹤0.01% 1975
2025
Q3 		$859K Buy
45,434
+7,630
+20% +$152K ﹤0.01% 2187
2025
Q2 		$748K Buy
37,804
+1,622
+4% +$30.2K ﹤0.01% 2131
2025
Q1 		$668K Sell
36,182
-516
-1% -$10.3K ﹤0.01% 2144
2024
Q4 		$786K Sell
36,698
-7,833
-18% -$166K ﹤0.01% 2088
2024
Q3 		$847K Sell
44,531
-13,114
-23% -$234K ﹤0.01% 2061
2024
Q2 		$994K Sell
57,645
-16,722
-22% -$279K ﹤0.01% 1928
2024
Q1 		$1.33M Sell
74,367
-109,121
-59% -$1.94M ﹤0.01% 1850
2023
Q4 		$3.7M Sell
183,488
-41,323
-18% -$733K ﹤0.01% 1196
2023
Q3 		$3.73M Buy
224,811
+50,887
+29% +$863K ﹤0.01% 1169
2023
Q2 		$2.31M Buy
+173,924
New +$2.4M ﹤0.01% 1361

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

Franklin Resources's CVBF Position: Q2 2026 in Review

Franklin Resources increased its CVB Financial (CVBF) stake by 98% in Q2 2026, buying an estimated $1.65M and bringing the position to 162,404 shares worth $3.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Franklin Resources first reported a position in CVBF in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.73M in Q3 2023. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Franklin Resources held 162,404 shares of CVB Financial worth $3.66M as of Q2 2026.
  • Franklin Resources bought 80,392 CVB Financial shares in Q2 2026, an estimated $1.65M.
  • CVB Financial made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1756 holding.
  • Franklin Resources first reported a position in CVB Financial in Q2 2023 and has held it in 13 quarters since.
  • Franklin Resources's CVB Financial position peaked at $3.73M in Q3 2023.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.