Hennion & Walsh Asset Management’s CVB Financial CVBF Stock Holding History

Hennion & Walsh Asset Management’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	$654K	Buy	+28,998	New	+$596K	0.02%	681
2023 Q4	–	Sell	-18,044	Closed	-$299K	–	826
2023 Q3	$299K	Buy	18,044 +528	+3%	+$8.96K	0.02%	647
2023 Q2	$233K	Buy	17,516 +1,006	+6%	+$13.9K	0.01%	722
2023 Q1	$275K	Sell	16,510 -334	-2%	-$7.61K	0.02%	665
2022 Q4	$434K	Sell	16,844 -269	-2%	-$7.33K	0.03%	529
2022 Q3	$433K	Sell	17,113 -534	-3%	-$13.9K	0.03%	515
2022 Q2	$438K	Buy	17,647 +1,546	+10%	+$37K	0.03%	519
2022 Q1	$374K	Buy	+16,101	New	+$373K	0.02%	585

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Hennion & Walsh Asset Management's CVBF Position: Q2 2026 in Review

Hennion & Walsh Asset Management opened a new position in CVB Financial (CVBF) in Q2 2026: 28,998 shares worth $654K. The stake represents 0.02% of the portfolio and ranks #681 among its holdings. This is a return to the name: Hennion & Walsh Asset Management previously reported a position in CVBF as recently as Q3 2023.

Hennion & Walsh Asset Management first reported a position in CVBF in Q1 2022 and has held it in 8 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Hennion & Walsh Asset Management held 28,998 shares of CVB Financial worth $654K as of Q2 2026.
CVB Financial was a new Hennion & Walsh Asset Management position in Q2 2026.
CVB Financial made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #681 holding.
Hennion & Walsh Asset Management first reported a position in CVB Financial in Q1 2022 and has held it in 8 quarters since.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.