IFU
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iSAM Funds (UK)’s CVB Financial CVBF Stock Holding History

iSAM Funds (UK)’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 		$886K Buy
+39,300
New +$807K 0.63% 47
2025
Q3 		– Sell
-18,603
Closed -$368K – 661
2025
Q2 		$368K Buy
+18,603
New +$346K 0.08% 320

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

iSAM Funds (UK)'s CVBF Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in CVB Financial (CVBF) in Q2 2026: 39,300 shares worth $886K. The stake represents 0.63% of the portfolio and ranks #47 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in CVBF as recently as Q2 2025.

iSAM Funds (UK) first reported a position in CVBF in Q2 2025 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • iSAM Funds (UK) held 39,300 shares of CVB Financial worth $886K as of Q2 2026.
  • CVB Financial was a new iSAM Funds (UK) position in Q2 2026.
  • CVB Financial made up 0.63% of iSAM Funds (UK)'s portfolio in Q2 2026, its #47 holding.
  • iSAM Funds (UK) first reported a position in CVB Financial in Q2 2025 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.