GI
CVBF icon

GAMMA Investing’s CVB Financial CVBF Stock Holding History

GAMMA Investing’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 		$216K Buy
9,981
+462
+5% +$10.4K 0.01% 1267
2026
Q2 		$215K Buy
9,519
+2,943
+45% +$60.5K 0.01% 1226
2026
Q1 		$128K Buy
6,576
+220
+3% +$4.33K 0.01% 1475
2025
Q4 		$118K Sell
6,356
-28
-0.4% -$535 0.01% 1456
2025
Q3 		$121K Buy
6,384
+619
+11% +$12.3K 0.01% 1347
2025
Q2 		$114K Buy
5,765
+685
+13% +$12.8K 0.01% 1341
2025
Q1 		$93.8K Buy
5,080
+260
+5% +$5.18K 0.01% 1313
2024
Q4 		$103K Buy
4,820
+453
+10% +$9.58K 0.01% 1096
2024
Q3 		$77.8K Buy
4,367
+780
+22% +$13.9K 0.01% 1174
2024
Q2 		$61.8K Buy
3,587
+141
+4% +$2.35K 0.01% 1046
2024
Q1 		$61.5K Sell
3,446
-1,592
-32% -$28.2K 0.01% 898
2023
Q4 		$84.5K Buy
+5,038
New +$89.4K 0.02% 617

Other funds holding CVBF

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
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing's CVBF Position: Q3 2026 in Review

GAMMA Investing increased its CVB Financial (CVBF) stake by 4.9% in Q3 2026, buying an estimated $10.4K and bringing the position to 9,981 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #1267.

GAMMA Investing first reported a position in CVBF in Q4 2023 and has held it in 12 quarters since. 8 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • GAMMA Investing held 9,981 shares of CVB Financial worth $216K as of Q3 2026.
  • GAMMA Investing bought 462 CVB Financial shares in Q3 2026, an estimated $10.4K.
  • CVB Financial made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1267 holding.
  • GAMMA Investing first reported a position in CVB Financial in Q4 2023 and has held it in 12 quarters since.
  • 8 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.