BPI
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BFC Planning, Inc.’s CVB Financial CVBF Stock Holding History

BFC Planning, Inc.’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 		$17.8K Hold
791
– – ﹤0.01% 2066
2026
Q1 		$15.3K Sell
791
-180
-19% -$3.54K ﹤0.01% 1835
2025
Q4 		$18.1K Buy
971
+180
+23% +$3.44K ﹤0.01% 1795
2025
Q3 		$15K Buy
791
+179
+29% +$3.56K ﹤0.01% 1718
2025
Q2 		$12.1K Hold
612
– – ﹤0.01% 1713
2025
Q1 		$11.3K Hold
612
– – ﹤0.01% 1716
2024
Q4 		$13.1K Buy
+612
New +$12.9K ﹤0.01% 1644

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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 $1.92T AUM 36.1% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
HoldCo Asset Management
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

BFC Planning, Inc.'s CVBF Position: Q2 2026 in Review

BFC Planning, Inc. held its CVB Financial (CVBF) position steady in Q2 2026 at 791 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

BFC Planning, Inc. first reported a position in CVBF in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.1K in Q4 2025. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • BFC Planning, Inc. held 791 shares of CVB Financial worth $17.8K as of Q2 2026.
  • BFC Planning, Inc. left its CVB Financial share count unchanged in Q2 2026.
  • CVB Financial made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2066 holding.
  • BFC Planning, Inc. first reported a position in CVB Financial in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s CVB Financial position peaked at $18.1K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.