GSEP
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Golden State Equity Partners’s CVB Financial CVBF Stock Holding History

Golden State Equity 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
Q1 		$20.2K Buy
+1,043
New +$20.5K ﹤0.01% 1091

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Golden State Equity Partners's CVBF Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in CVB Financial (CVBF) in Q1 2026: 1,043 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings.

284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Golden State Equity Partners held 1,043 shares of CVB Financial worth $20.2K as of Q1 2026.
  • CVB Financial was a new Golden State Equity Partners position in Q1 2026.
  • CVB Financial made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1091 holding.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.