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
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 $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

HFM Investment Advisors's CVBF Position: Q1 2026 in Review

HFM Investment Advisors held its CVB Financial (CVBF) position steady in Q1 2026 at 10 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #997.

HFM Investment Advisors first reported a position in CVBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $198 in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • HFM Investment Advisors held 10 shares of CVB Financial worth $194 as of Q1 2026.
  • HFM Investment Advisors left its CVB Financial share count unchanged in Q1 2026.
  • CVB Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #997 holding.
  • HFM Investment Advisors first reported a position in CVB Financial in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's CVB Financial position peaked at $198 in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.