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 Q2	$3.63M	Buy	160,920 +85,760	+114%	+$1.76M	0.01%	485
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 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

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Holocene Advisors's CVBF Position: Q2 2026 in Review

Holocene Advisors increased its CVB Financial (CVBF) stake by 114% in Q2 2026, buying an estimated $1.76M and bringing the position to 160,920 shares worth $3.63M. The position accounts for 0.01% of the portfolio, ranked #485.

Holocene Advisors first reported a position in CVBF in Q4 2017 and has held it in 29 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Holocene Advisors held 160,920 shares of CVB Financial worth $3.63M as of Q2 2026.
Holocene Advisors bought 85,760 CVB Financial shares in Q2 2026, an estimated $1.76M.
CVB Financial made up 0.01% of Holocene Advisors's portfolio in Q2 2026, its #485 holding.
Holocene Advisors first reported a position in CVB Financial in Q4 2017 and has held it in 29 quarters since.
324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.