KAS
CVBF icon

Kestra Advisory Services’s CVB Financial CVBF Stock Holding History

Kestra 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
Q1 		– Sell
-2,242
Closed -$41.7K – 3387
2025
Q4 		$41.7K Buy
+2,242
New +$42.9K ﹤0.01% 4060
2023
Q1 		– Sell
-7,975
Closed -$205K – 2122
2022
Q4 		$205K Buy
+7,975
New +$217K ﹤0.01% 2008
2021
Q1 		– Sell
-22,189
Closed -$430K – 1891
2020
Q4 		$430K Buy
+22,189
New +$420K 0.01% 1290

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

Kestra Advisory Services's CVBF Position: Q1 2026 in Review

Kestra Advisory Services sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 2,242 shares — an estimated $41.7K sold.

Kestra Advisory Services first reported a position in CVBF in Q4 2020 and held it in 3 quarters. The position peaked at $430K in Q4 2020. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Kestra Advisory Services reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,242 CVB Financial shares in Q1 2026, an estimated $41.7K.
  • Kestra Advisory Services first reported a position in CVB Financial in Q4 2020 and held it in 3 quarters.
  • Kestra Advisory Services's CVB Financial position peaked at $430K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.