JAM
CVBF icon

Jacobs Asset Management’s CVB Financial CVBF Stock Holding History

Jacobs Asset Management’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 		$1.16M Buy
60,000
+5,471
+10% +$108K 0.7% 26
2025
Q4 		$1.01M Buy
+54,529
New +$1.04M 0.56% 31
2024
Q4 		– Sell
-250,000
Closed -$4.46M – 32
2024
Q3 		$4.46M Buy
+250,000
New +$4.46M 2.95% 14

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

Jacobs Asset Management's CVBF Position: Q1 2026 in Review

Jacobs Asset Management increased its CVB Financial (CVBF) stake by 10% in Q1 2026, buying an estimated $108K and bringing the position to 60,000 shares worth $1.16M. The position accounts for 0.7% of the portfolio, ranked #26.

Jacobs Asset Management first reported a position in CVBF in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.46M in Q3 2024. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Jacobs Asset Management held 60,000 shares of CVB Financial worth $1.16M as of Q1 2026.
  • Jacobs Asset Management bought 5,471 CVB Financial shares in Q1 2026, an estimated $108K.
  • CVB Financial made up 0.7% of Jacobs Asset Management's portfolio in Q1 2026, its #26 holding.
  • Jacobs Asset Management first reported a position in CVB Financial in Q3 2024 and has held it in 3 quarters since.
  • Jacobs Asset Management's CVB Financial position peaked at $4.46M in Q3 2024.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Jacobs Asset Management's 13F filing for Q1 2026, filed 15 May 2026.