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
Q2 		$45.8K Buy
2,040
+434
+27% +$8.91K ﹤0.01% 3168
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Jones Financial Companies's CVBF Position: Q2 2026 in Review

Jones Financial Companies increased its CVB Financial (CVBF) stake by 27% in Q2 2026, buying an estimated $8.91K and bringing the position to 2,040 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3168.

Jones Financial Companies first reported a position in CVBF in Q2 2024 and has held it in 9 quarters since. The position peaked at $56.2K in Q2 2025. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Jones Financial Companies held 2,040 shares of CVB Financial worth $45.8K as of Q2 2026.
  • Jones Financial Companies bought 434 CVB Financial shares in Q2 2026, an estimated $8.91K.
  • CVB Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3168 holding.
  • Jones Financial Companies first reported a position in CVB Financial in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's CVB Financial position peaked at $56.2K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.