HI
CVBF icon

Horizon Investments’s CVB Financial CVBF Stock Holding History

Horizon Investments’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 		$1.21K Sell
54
-54
-50% -$1.11K ﹤0.01% 1294
2026
Q1 		$2.07K Buy
+108
New +$2.12K ﹤0.01% 1270

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Horizon Investments's CVBF Position: Q2 2026 in Review

Horizon Investments reduced its CVB Financial (CVBF) stake by 50% in Q2 2026, selling an estimated $1.11K and leaving 54 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Horizon Investments first reported a position in CVBF in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.07K in Q1 2026. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Horizon Investments held 54 shares of CVB Financial worth $1.21K as of Q2 2026.
  • Horizon Investments sold 54 CVB Financial shares in Q2 2026, an estimated $1.11K.
  • CVB Financial made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1294 holding.
  • Horizon Investments first reported a position in CVB Financial in Q1 2026 and has held it in 2 quarters since.
  • Horizon Investments's CVB Financial position peaked at $2.07K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.