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IFP Advisors’s CVB Financial CVBF Stock Holding History

IFP 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 		$6.31K Buy
280
+190
+211% +$3.9K ﹤0.01% 3643
2026
Q1 		$1.75K Sell
90
-10
-10% -$197 ﹤0.01% 4010
2025
Q4 		$1.86K Buy
100
+3
+3% +$57 ﹤0.01% 3867
2025
Q3 		$1.83K Buy
97
+48
+98% +$956 ﹤0.01% 3733
2025
Q2 		$2.59K Buy
49
+45
+1,125% +$838 ﹤0.01% 3778
2025
Q1 		$74 Hold
4
– – ﹤0.01% 3941
2024
Q4 		$86 Buy
+4
New +$85 ﹤0.01% 4083
2019
Q1 		$17K Hold
790
– – ﹤0.01% 1408
2018
Q4 		$16K Sell
790
-430
-35% -$9.32K ﹤0.01% 2236
2018
Q3 		$27K Hold
1,220
– – ﹤0.01% 2276
2018
Q2 		$27K Hold
1,220
– – ﹤0.01% 2288
2018
Q1 		$29K Hold
1,220
– – ﹤0.01% 2149
2017
Q4 		$29K Sell
1,220
-53,062
-98% -$1.26M ﹤0.01% 2175
2017
Q3 		$1.31M Sell
54,282
-1,977
-4% -$42.6K 0.05% 364
2017
Q2 		$1.26M Sell
56,259
-2,000
-3% -$42.8K 0.05% 368
2017
Q1 		$1.29M Sell
58,259
-2,000
-3% -$45.7K 0.06% 357
2016
Q4 		$1.38M Sell
60,259
-1,214
-2% -$24K 0.07% 315
2016
Q3 		$1.08M Sell
61,473
-25,078
-29% -$427K 0.06% 339
2016
Q2 		$1.42M Buy
86,551
+85,761
+10,856% +$1.45M 0.08% 274
2016
Q1 		$17K Sell
790
-88,440
-99% -$1.39M ﹤0.01% 1408
2015
Q4 		$1.51M Buy
+89,230
New +$1.56M 0.1% 215

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

IFP Advisors's CVBF Position: Q2 2026 in Review

IFP Advisors increased its CVB Financial (CVBF) stake by 211% in Q2 2026, buying an estimated $3.9K and bringing the position to 280 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3643.

IFP Advisors first reported a position in CVBF in Q4 2015 and has held it in 21 quarters since. The position peaked at $1.51M in Q4 2015. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • IFP Advisors held 280 shares of CVB Financial worth $6.31K as of Q2 2026.
  • IFP Advisors bought 190 CVB Financial shares in Q2 2026, an estimated $3.9K.
  • CVB Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3643 holding.
  • IFP Advisors first reported a position in CVB Financial in Q4 2015 and has held it in 21 quarters since.
  • IFP Advisors's CVB Financial position peaked at $1.51M in Q4 2015.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.