Holocene Advisors
CVBF icon

Holocene Advisors’s CVB Financial CVBF Stock Holding History

Holocene 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 		$1.46M Buy
+75,160
New +$1.48M ﹤0.01% 626
2025
Q4 		– Sell
-36,716
Closed -$694K – 779
2025
Q3 		$694K Sell
36,716
-9,930
-21% -$198K ﹤0.01% 656
2025
Q2 		$923K Sell
46,646
-71,259
-60% -$1.33M ﹤0.01% 651
2025
Q1 		$2.18M Buy
117,905
+39,112
+50% +$779K 0.01% 530
2024
Q4 		$1.69M Sell
78,793
-1,051
-1% -$22.2K 0.01% 602
2024
Q3 		$1.42M Buy
79,844
+49,953
+167% +$891K 0.01% 575
2024
Q2 		$515K Sell
29,891
-99,106
-77% -$1.65M ﹤0.01% 638
2024
Q1 		$2.3M Buy
128,997
+49,721
+63% +$882K 0.01% 558
2023
Q4 		$1.6M Buy
79,276
+12,632
+19% +$224K 0.01% 566
2023
Q3 		$1.1M Sell
66,644
-84,467
-56% -$1.43M ﹤0.01% 630
2023
Q2 		$2.01M Buy
+151,111
New +$2.08M 0.01% 539
2022
Q2 		– Sell
-102,253
Closed -$2.37M – 859
2022
Q1 		$2.37M Buy
102,253
+22,324
+28% +$516K 0.01% 459
2021
Q4 		$1.71M Hold
79,929
– – 0.01% 585
2021
Q3 		$1.63M Buy
79,929
+9,240
+13% +$182K 0.01% 596
2021
Q2 		$1.46M Sell
70,689
-28,079
-28% -$613K 0.01% 616
2021
Q1 		$2.18M Buy
+98,768
New +$2.15M 0.01% 566
2020
Q4 		– Sell
-62,173
Closed -$1.03M – 765
2020
Q3 		$1.03M Buy
62,173
+19,098
+44% +$341K 0.01% 494
2020
Q2 		$807K Sell
43,075
-45,418
-51% -$867K 0.01% 456
2020
Q1 		$1.77M Buy
88,493
+10,511
+13% +$211K 0.02% 301
2019
Q4 		$1.68M Buy
77,982
+12,223
+19% +$259K 0.02% 448
2019
Q3 		$1.37M Buy
65,759
+48,362
+278% +$1.01M 0.01% 407
2019
Q2 		$366K Sell
17,397
-1,011
-5% -$21.5K ﹤0.01% 541
2019
Q1 		$387K Buy
18,408
+1,034
+6% +$22.7K 0.01% 468
2018
Q4 		$351K Sell
17,374
-13,846
-44% -$300K 0.01% 511
2018
Q3 		$697K Buy
31,220
+8,958
+40% +$211K 0.01% 450
2018
Q2 		$499K Buy
22,262
+5,697
+34% +$131K 0.01% 254
2018
Q1 		$375K Buy
16,565
+4,246
+34% +$99.9K 0.01% 346
2017
Q4 		$290K Buy
+12,319
New +$293K 0.01% 550

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

Holocene Advisors's CVBF Position: Q1 2026 in Review

Holocene Advisors opened a new position in CVB Financial (CVBF) in Q1 2026: 75,160 shares worth $1.46M. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in CVBF as recently as Q3 2025.

Holocene Advisors first reported a position in CVBF in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.37M in Q1 2022. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Holocene Advisors held 75,160 shares of CVB Financial worth $1.46M as of Q1 2026.
  • CVB Financial was a new Holocene Advisors position in Q1 2026.
  • CVB Financial made up ﹤0.01% of Holocene Advisors's portfolio in Q1 2026, its #626 holding.
  • Holocene Advisors first reported a position in CVB Financial in Q4 2017 and has held it in 28 quarters since.
  • Holocene Advisors's CVB Financial position peaked at $2.37M in Q1 2022.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.