Inspire Investing’s CVB Financial CVBF Stock Holding History

Inspire Investing’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	$497	Sell	22 -12	-35%	-$246	﹤0.01%	1200
2026 Q1	$657	Buy	34 +2	+6%	+$39	﹤0.01%	1041
2025 Q4	$604	Buy	+32	New	+$612	﹤0.01%	1040
2021 Q1	–	Sell	-23,449	Closed	-$457K	–	628
2020 Q4	$457K	Buy	+23,449	New	+$444K	0.1%	203
2020 Q3	–	Sell	-14,946	Closed	-$280K	–	461
2020 Q2	$280K	Buy	14,946 +942	+7%	+$18K	0.1%	233
2020 Q1	$281K	Buy	14,004 +4,565	+48%	+$91.8K	0.11%	231
2019 Q4	$204K	Sell	9,439 -1,258	-12%	-$26.6K	0.07%	275
2019 Q3	$223K	Buy	10,697 +611	+6%	+$12.8K	0.09%	250
2019 Q2	$212K	Buy	+10,086	New	+$215K	0.09%	237
2018 Q1	–	Sell	-4,339	Closed	-$102K	–	314
2017 Q4	$102K	Buy	+4,339	New	+$103K	0.09%	192

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

Inspire Investing's CVBF Position: Q2 2026 in Review

Inspire Investing reduced its CVB Financial (CVBF) stake by 35% in Q2 2026, selling an estimated $246 and leaving 22 shares worth $497. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Inspire Investing first reported a position in CVBF in Q4 2017 and has held it in 10 quarters since. The position peaked at $457K in Q4 2020. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Inspire Investing held 22 shares of CVB Financial worth $497 as of Q2 2026.
Inspire Investing sold 12 CVB Financial shares in Q2 2026, an estimated $246.
CVB Financial made up ﹤0.01% of Inspire Investing's portfolio in Q2 2026, its #1200 holding.
Inspire Investing first reported a position in CVB Financial in Q4 2017 and has held it in 10 quarters since.
Inspire Investing's CVB Financial position peaked at $457K in Q4 2020.
324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.