HighTower Advisors
CVBF icon

HighTower Advisors’s CVB Financial CVBF Stock Holding History

HighTower 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 		$218K Buy
+9,677
New +$199K ﹤0.01% 3472
2023
Q3 		– Sell
-17,580
Closed -$236K – 3600
2023
Q2 		$236K Buy
17,580
+988
+6% +$13.6K ﹤0.01% 2735
2023
Q1 		$275K Buy
+16,592
New +$378K ﹤0.01% 2525

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

HighTower Advisors's CVBF Position: Q2 2026 in Review

HighTower Advisors opened a new position in CVB Financial (CVBF) in Q2 2026: 9,677 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #3472 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in CVBF as recently as Q2 2023.

HighTower Advisors first reported a position in CVBF in Q1 2023 and has held it in 3 quarters since. The position peaked at $275K in Q1 2023. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • HighTower Advisors held 9,677 shares of CVB Financial worth $218K as of Q2 2026.
  • CVB Financial was a new HighTower Advisors position in Q2 2026.
  • CVB Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3472 holding.
  • HighTower Advisors first reported a position in CVB Financial in Q1 2023 and has held it in 3 quarters since.
  • HighTower Advisors's CVB Financial position peaked at $275K in Q1 2023.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.