JWM
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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
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 $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

JPL Wealth Management's CVBF Position: Q1 2026 in Review

JPL Wealth Management opened a new position in CVB Financial (CVBF) in Q1 2026: 339 shares worth $6.57K. The stake represents ﹤0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CVBF as recently as Q3 2025.

JPL Wealth Management first reported a position in CVBF in Q3 2025 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • JPL Wealth Management held 339 shares of CVB Financial worth $6.57K as of Q1 2026.
  • CVB Financial was a new JPL Wealth Management position in Q1 2026.
  • CVB Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #627 holding.
  • JPL Wealth Management first reported a position in CVB Financial in Q3 2025 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.