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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
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 $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

IEQ Capital's CVBF Position: Q1 2026 in Review

IEQ Capital reduced its CVB Financial (CVBF) stake by 38% in Q1 2026, selling an estimated $324K and leaving 27,421 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

IEQ Capital first reported a position in CVBF in Q2 2023 and has held it in 12 quarters since. The position peaked at $817K in Q4 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • IEQ Capital held 27,421 shares of CVB Financial worth $532K as of Q1 2026.
  • IEQ Capital sold 16,494 CVB Financial shares in Q1 2026, an estimated $324K.
  • CVB Financial made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1279 holding.
  • IEQ Capital first reported a position in CVB Financial in Q2 2023 and has held it in 12 quarters since.
  • IEQ Capital's CVB Financial position peaked at $817K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.