HoldCo Asset Management’s CVB Financial CVBF Stock Holding History

HoldCo 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	$76.6M	Buy	3,397,983 +1,055,239	+45%	+$21.7M	4.92%	9
2026 Q1	$45.4M	Buy	2,342,744 +118,772	+5%	+$2.34M	3.38%	11
2025 Q4	$41.4M	Buy	2,223,972 +2,211,005	+17,051%	+$42.3M	3.11%	11
2025 Q3	$245K	Hold	12,967	–	–	0.03%	26
2025 Q2	$257K	Buy	+12,967	New	+$241K	0.04%	24
2024 Q3	$231K	Hold	12,967	–	–	1.22%	15
2024 Q2	$224K	Hold	12,967	–	–	1.37%	15
2024 Q1	$231K	Hold	12,967	–	–	1.38%	15
2023 Q4	$262K	Hold	12,967	–	–	0.74%	20
2023 Q3	$215K	Hold	12,967	–	–	0.6%	22
2023 Q2	$172K	Hold	12,967	–	–	0.11%	22
2023 Q1	$216K	Hold	12,967	–	–	0.12%	19
2022 Q4	$334K	Hold	12,967	–	–	0.07%	21
2022 Q3	$328K	Hold	12,967	–	–	0.1%	21
2022 Q2	$322K	Hold	12,967	–	–	0.18%	19
2022 Q1	$301K	Buy	+12,967	New	+$300K	0.22%	21

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HoldCo Asset Management's CVBF Position: Q2 2026 in Review

HoldCo Asset Management increased its CVB Financial (CVBF) stake by 45% in Q2 2026, buying an estimated $21.7M and bringing the position to 3,397,983 shares worth $76.6M. The position accounts for 4.92% of the portfolio, ranked #9.

HoldCo Asset Management first reported a position in CVBF in Q1 2022 and has held it in 16 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

HoldCo Asset Management held 3,397,983 shares of CVB Financial worth $76.6M as of Q2 2026.
HoldCo Asset Management bought 1,055,239 CVB Financial shares in Q2 2026, an estimated $21.7M.
CVB Financial made up 4.92% of HoldCo Asset Management's portfolio in Q2 2026, its #9 holding.
HoldCo Asset Management first reported a position in CVB Financial in Q1 2022 and has held it in 16 quarters since.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on HoldCo Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.