KFAS
CVBF icon

Keating Financial Advisory Services’s CVB Financial CVBF Stock Holding History

Keating Financial Advisory Services’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 		$4.31K Buy
191
+24
+14% +$493 ﹤0.01% 1626
2026
Q1 		$3.24K Buy
167
+103
+161% +$2.03K ﹤0.01% 1636
2025
Q4 		$1.19K Buy
+64
New +$1.22K ﹤0.01% 1747

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

Keating Financial Advisory Services's CVBF Position: Q2 2026 in Review

Keating Financial Advisory Services increased its CVB Financial (CVBF) stake by 14% in Q2 2026, buying an estimated $493 and bringing the position to 191 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Keating Financial Advisory Services first reported a position in CVBF in Q4 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Keating Financial Advisory Services held 191 shares of CVB Financial worth $4.31K as of Q2 2026.
  • Keating Financial Advisory Services bought 24 CVB Financial shares in Q2 2026, an estimated $493.
  • CVB Financial made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1626 holding.
  • Keating Financial Advisory Services first reported a position in CVB Financial in Q4 2025 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.