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CVBF icon

IEQ Capital’s CVB Financial CVBF Stock Holding History

IEQ Capital’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 		$1.83M Buy
81,358
+53,937
+197% +$1.11M 0.01% 836
2026
Q1 		$532K Sell
27,421
-16,494
-38% -$324K ﹤0.01% 1279
2025
Q4 		$817K Buy
43,915
+22,009
+100% +$421K ﹤0.01% 1119
2025
Q3 		$414K Buy
21,906
+209
+1% +$4.16K ﹤0.01% 1389
2025
Q2 		$429K Buy
21,697
+248
+1% +$4.62K ﹤0.01% 1235
2025
Q1 		$396K Sell
21,449
-9,899
-32% -$197K ﹤0.01% 1078
2024
Q4 		$671K Buy
31,348
+10,336
+49% +$219K 0.01% 765
2024
Q3 		$374K Buy
21,012
+209
+1% +$3.73K ﹤0.01% 851
2024
Q2 		$359K Buy
20,803
+256
+1% +$4.26K ﹤0.01% 752
2024
Q1 		$367K Buy
20,547
+5,166
+34% +$91.7K 0.01% 719
2023
Q4 		$311K Buy
15,381
+186
+1% +$3.3K 0.01% 720
2023
Q3 		$252K Buy
15,195
+177
+1% +$3K 0.01% 770
2023
Q2 		$199K Buy
+15,018
New +$207K ﹤0.01% 806

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

IEQ Capital's CVBF Position: Q2 2026 in Review

IEQ Capital increased its CVB Financial (CVBF) stake by 197% in Q2 2026, buying an estimated $1.11M and bringing the position to 81,358 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #836.

IEQ Capital first reported a position in CVBF in Q2 2023 and has held it in 13 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • IEQ Capital held 81,358 shares of CVB Financial worth $1.83M as of Q2 2026.
  • IEQ Capital bought 53,937 CVB Financial shares in Q2 2026, an estimated $1.11M.
  • CVB Financial made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #836 holding.
  • IEQ Capital first reported a position in CVB Financial in Q2 2023 and has held it in 13 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.