HCR Wealth Advisors’s CVB Financial CVBF Stock Holding History

HCR Wealth Advisors’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	$226K	Hold	10,000	–	–	0.02%	242
2026 Q1	$194K	Hold	10,000	–	–	0.02%	237
2025 Q4	$186K	Hold	10,000	–	–	0.02%	249
2025 Q3	$188K	Hold	10,000	–	–	0.02%	237
2025 Q2	$198K	Hold	10,000	–	–	0.02%	229
2025 Q1	$185K	Hold	10,000	–	–	0.02%	225
2024 Q4	$214K	Hold	10,000	–	–	0.03%	219
2024 Q3	$178K	Hold	10,000	–	–	0.02%	225
2024 Q2	$172K	Hold	10,000	–	–	0.02%	217
2024 Q1	$178K	Hold	10,000	–	–	0.03%	215
2023 Q4	$202K	Hold	10,000	–	–	0.03%	198
2023 Q3	$166K	Hold	10,000	–	–	0.04%	166
2023 Q2	$133K	Hold	10,000	–	–	0.02%	170
2023 Q1	$167K	Hold	10,000	–	–	0.03%	166
2022 Q4	$260K	Hold	10,000	–	–	0.05%	145
2022 Q3	$253K	Hold	10,000	–	–	0.05%	146
2022 Q2	$250K	Hold	10,000	–	–	0.05%	150
2022 Q1	$232K	Buy	+10,000	New	+$231K	0.04%	170

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 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 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

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

HCR Wealth Advisors's CVBF Position: Q2 2026 in Review

HCR Wealth Advisors held its CVB Financial (CVBF) position steady in Q2 2026 at 10,000 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #242.

HCR Wealth Advisors first reported a position in CVBF in Q1 2022 and has held it in 18 quarters since. The position peaked at $260K in Q4 2022. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

HCR Wealth Advisors held 10,000 shares of CVB Financial worth $226K as of Q2 2026.
HCR Wealth Advisors left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #242 holding.
HCR Wealth Advisors first reported a position in CVB Financial in Q1 2022 and has held it in 18 quarters since.
HCR Wealth Advisors's CVB Financial position peaked at $260K in Q4 2022.
30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.