KG
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Kilter Group’s CVB Financial CVBF Stock Holding History

Kilter Group’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 		$3.96K Buy
+204
New +$4.01K ﹤0.01% 680

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

Kilter Group's CVBF Position: Q1 2026 in Review

Kilter Group opened a new position in CVB Financial (CVBF) in Q1 2026: 204 shares worth $3.96K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings.

284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Kilter Group held 204 shares of CVB Financial worth $3.96K as of Q1 2026.
  • CVB Financial was a new Kilter Group position in Q1 2026.
  • CVB Financial made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #680 holding.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.