JWM
CVBF icon

JPL Wealth Management’s CVB Financial CVBF Stock Holding History

JPL Wealth 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
Q2 		$10.4K Buy
463
+124
+37% +$2.55K ﹤0.01% 580
2026
Q1 		$6.57K Buy
+339
New +$6.67K ﹤0.01% 627
2025
Q4 		– Sell
-339
Closed -$6.41K – 351
2025
Q3 		$6.41K Buy
+339
New +$6.75K ﹤0.01% 621

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JPL Wealth Management's CVBF Position: Q2 2026 in Review

JPL Wealth Management increased its CVB Financial (CVBF) stake by 37% in Q2 2026, buying an estimated $2.55K and bringing the position to 463 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

JPL Wealth Management first reported a position in CVBF in Q3 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • JPL Wealth Management held 463 shares of CVB Financial worth $10.4K as of Q2 2026.
  • JPL Wealth Management bought 124 CVB Financial shares in Q2 2026, an estimated $2.55K.
  • CVB Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #580 holding.
  • JPL Wealth Management first reported a position in CVB Financial in Q3 2025 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.