GRP
CVBF icon

Global Retirement Partners’s CVB Financial CVBF Stock Holding History

Global Retirement Partners’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 		$237K Buy
+10,514
New +$216K ﹤0.01% 1482
2025
Q4 		$196K Hold
10,533
– – ﹤0.01% 1486
2025
Q3 		$199K Buy
10,533
+10,440
+11,226% +$208K ﹤0.01% 1182
2025
Q2 		$1.83K Buy
+93
New +$1.73K ﹤0.01% 3270
2024
Q4 		$941 Hold
44
– – ﹤0.01% 3286
2024
Q3 		$777 Buy
44
+12
+38% +$214 ﹤0.01% 3204
2024
Q2 		$556 Hold
32
– – ﹤0.01% 3278
2024
Q1 		$569 Hold
32
– – ﹤0.01% 3108
2023
Q4 		$589 Buy
32
+1
+3% +$18 ﹤0.01% 3038
2023
Q3 		$498 Hold
31
– – ﹤0.01% 2961
2023
Q2 		$409 Hold
31
– – ﹤0.01% 2992
2023
Q1 		$404 Sell
31
-100
-76% -$2.28K ﹤0.01% 2969
2022
Q4 		$3.38K Hold
131
– – ﹤0.01% 2158
2022
Q3 		$4K Buy
131
+46
+54% +$1.2K ﹤0.01% 1983
2022
Q2 		$2K Buy
85
+7
+9% +$167 ﹤0.01% 2176
2022
Q1 		$2K Buy
+78
New +$1.8K ﹤0.01% 2161
2021
Q1 		– Sell
-812
Closed -$16K – 1800
2020
Q4 		$16K Buy
812
+62
+8% +$1.17K ﹤0.01% 1107
2020
Q3 		$12K Hold
750
– – ﹤0.01% 1080
2020
Q2 		$14K Buy
750
+487
+185% +$9.29K ﹤0.01% 1012
2020
Q1 		$5K Buy
+263
New +$5.29K ﹤0.01% 1211

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

Global Retirement Partners's CVBF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in CVB Financial (CVBF) in Q2 2026: 10,514 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1482 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CVBF as recently as Q4 2025.

Global Retirement Partners first reported a position in CVBF in Q1 2020 and has held it in 20 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Global Retirement Partners held 10,514 shares of CVB Financial worth $237K as of Q2 2026.
  • CVB Financial was a new Global Retirement Partners position in Q2 2026.
  • CVB Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1482 holding.
  • Global Retirement Partners first reported a position in CVB Financial in Q1 2020 and has held it in 20 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.