JWA
CVBF icon

JFS Wealth Advisors’s CVB Financial CVBF Stock Holding History

JFS Wealth 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 		$2.91K Buy
129
+33
+34% +$678 ﹤0.01% 1483
2026
Q1 		$1.86K Sell
96
-50
-34% -$983 ﹤0.01% 1527
2025
Q4 		$2.73K Buy
146
+46
+46% +$880 ﹤0.01% 1451
2025
Q3 		$1.89K Hold
100
– – ﹤0.01% 1453
2025
Q2 		$1.98K Sell
100
-36
-26% -$670 ﹤0.01% 1393
2025
Q1 		$2.51K Buy
136
+36
+36% +$717 ﹤0.01% 1383
2024
Q4 		$2.14K Hold
100
– – ﹤0.01% 1448
2024
Q3 		$1.78K Buy
100
+4
+4% +$71 ﹤0.01% 1536
2024
Q2 		$1.66K Hold
96
– – ﹤0.01% 1510
2024
Q1 		$1.71K Sell
96
-45
-32% -$798 ﹤0.01% 1502
2023
Q4 		$2.85K Buy
141
+44
+45% +$781 ﹤0.01% 1278
2023
Q3 		$1.61K Buy
97
+24
+33% +$407 ﹤0.01% 1448
2023
Q2 		$970 Buy
73
+12
+20% +$165 ﹤0.01% 1617
2023
Q1 		$1.02K Sell
61
-100
-62% -$2.28K ﹤0.01% 1577
2022
Q4 		$4.15K Buy
161
+7
+5% +$191 ﹤0.01% 1068
2022
Q3 		$4K Buy
154
+1
+0.7% +$26 ﹤0.01% 1042
2022
Q2 		$4K Buy
153
+42
+38% +$1K ﹤0.01% 1059
2022
Q1 		$3K Buy
111
+66
+147% +$1.53K ﹤0.01% 1225
2021
Q4 		$1K Buy
+45
New +$923 ﹤0.01% 1312

Other funds holding CVBF

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

JFS Wealth Advisors's CVBF Position: Q2 2026 in Review

JFS Wealth Advisors increased its CVB Financial (CVBF) stake by 34% in Q2 2026, buying an estimated $678 and bringing the position to 129 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

JFS Wealth Advisors first reported a position in CVBF in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.15K in Q4 2022. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • JFS Wealth Advisors held 129 shares of CVB Financial worth $2.91K as of Q2 2026.
  • JFS Wealth Advisors bought 33 CVB Financial shares in Q2 2026, an estimated $678.
  • CVB Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1483 holding.
  • JFS Wealth Advisors first reported a position in CVB Financial in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's CVB Financial position peaked at $4.15K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.