Jeff Yass’s CVB Financial CVBF Stock Holding History

Jeff Yass’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	$239K	Buy	+10,600	New	+$218K	﹤0.01%	11572
2024 Q3	–	Sell	-13,600	Closed	-$234K	–	12138
2024 Q2	$234K	Buy	13,600 +3,400	+33%	+$56.6K	﹤0.01%	10007
2024 Q1	$182K	Buy	+10,200	New	+$181K	﹤0.01%	10705
2023 Q4	–	Sell	-77,600	Closed	-$1.29M	–	12479
2023 Q3	$1.29M	Sell	77,600 -13,300	-15%	-$226K	﹤0.01%	6054
2023 Q2	$1.21M	Buy	+90,900	New	+$1.25M	﹤0.01%	6252
2021 Q3	–	Sell	-24,000	Closed	-$494K	–	12833
2021 Q2	$494K	Buy	+24,000	New	+$524K	﹤0.01%	9628
2020 Q4	–	Sell	-10,800	Closed	-$180K	–	11090
2020 Q3	$180K	Sell	10,800 -7,800	-42%	-$139K	﹤0.01%	9547
2020 Q2	$349K	Buy	18,600 +200	+1%	+$3.82K	﹤0.01%	8079
2020 Q1	$369K	Buy	+18,400	New	+$370K	﹤0.01%	7572
2018 Q2	–	Sell	-17,600	Closed	-$398K	–	9688
2018 Q1	$398K	Buy	+17,600	New	+$414K	﹤0.01%	7089

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

Jeff Yass's CVBF Position: Q2 2026 in Review

Jeff Yass reduced its CVB Financial (CVBF) stake by 95% in Q2 2026, selling an estimated $8.51M and leaving 20,685 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #10076.

Jeff Yass first reported a position in CVBF in Q2 2013 and has held it in 47 quarters since. The position peaked at $8.43M in Q1 2026. 321 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Jeff Yass held 20,685 shares of CVB Financial worth $466K as of Q2 2026.
Jeff Yass sold 414,164 CVB Financial shares in Q2 2026, an estimated $8.51M.
CVB Financial made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10076 holding.
Jeff Yass first reported a position in CVB Financial in Q2 2013 and has held it in 47 quarters since.
Jeff Yass's CVB Financial position peaked at $8.43M in Q1 2026.
321 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.