Jones Financial Companies
CVBF icon

Jones Financial Companies’s CVB Financial CVBF Stock Holding History

Jones Financial Companies’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 		$30.5K Hold
1,606
– – ﹤0.01% 3135
2025
Q4 		$29.9K Sell
1,606
-1,250
-44% -$23.9K ﹤0.01% 2760
2025
Q3 		$55.4K Hold
2,856
– – ﹤0.01% 2333
2025
Q2 		$56.2K Buy
2,856
+1,261
+79% +$23.5K ﹤0.01% 2182
2025
Q1 		$29.4K Hold
1,595
– – ﹤0.01% 2283
2024
Q4 		$34.1K Hold
1,595
– – ﹤0.01% 2036
2024
Q3 		$28.3K Hold
1,595
– – ﹤0.01% 1834
2024
Q2 		$27.5K Buy
+1,595
New +$26.6K ﹤0.01% 1453

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

Jones Financial Companies's CVBF Position: Q1 2026 in Review

Jones Financial Companies held its CVB Financial (CVBF) position steady in Q1 2026 at 1,606 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

Jones Financial Companies first reported a position in CVBF in Q2 2024 and has held it in 8 quarters since. The position peaked at $56.2K in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Jones Financial Companies held 1,606 shares of CVB Financial worth $30.5K as of Q1 2026.
  • Jones Financial Companies left its CVB Financial share count unchanged in Q1 2026.
  • CVB Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3135 holding.
  • Jones Financial Companies first reported a position in CVB Financial in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's CVB Financial position peaked at $56.2K in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.