HIA
CVBF icon

HFM Investment Advisors’s CVB Financial CVBF Stock Holding History

HFM Investment 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 		$452 Buy
20
+10
+100% +$205 ﹤0.01% 1024
2026
Q1 		$194 Hold
10
– – ﹤0.01% 997
2025
Q4 		$186 Hold
10
– – ﹤0.01% 1042
2025
Q3 		$189 Hold
10
– – ﹤0.01% 1012
2025
Q2 		$198 Buy
10
+6
+150% +$112 ﹤0.01% 990
2025
Q1 		$74 Buy
+4
New +$80 ﹤0.01% 946

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

HFM Investment Advisors's CVBF Position: Q2 2026 in Review

HFM Investment Advisors increased its CVB Financial (CVBF) stake by 100% in Q2 2026, buying an estimated $205 and bringing the position to 20 shares worth $452. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

HFM Investment Advisors first reported a position in CVBF in Q1 2025 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • HFM Investment Advisors held 20 shares of CVB Financial worth $452 as of Q2 2026.
  • HFM Investment Advisors bought 10 CVB Financial shares in Q2 2026, an estimated $205.
  • CVB Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1024 holding.
  • HFM Investment Advisors first reported a position in CVB Financial in Q1 2025 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.