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
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

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

GAMMA Investing's CVBF Position: Q2 2026 in Review

GAMMA Investing increased its CVB Financial (CVBF) stake by 45% in Q2 2026, buying an estimated $60.5K and bringing the position to 9,519 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #1226.

GAMMA Investing first reported a position in CVBF in Q4 2023 and has held it in 11 quarters since. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • GAMMA Investing held 9,519 shares of CVB Financial worth $215K as of Q2 2026.
  • GAMMA Investing bought 2,943 CVB Financial shares in Q2 2026, an estimated $60.5K.
  • CVB Financial made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1226 holding.
  • GAMMA Investing first reported a position in CVB Financial in Q4 2023 and has held it in 11 quarters since.
  • 30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.