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 Q2	$4.6K	Hold	204	–	–	﹤0.01%	698
2026 Q1	$3.96K	Buy	+204	New	+$4.01K	﹤0.01%	680

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kilter Group's CVBF Position: Q2 2026 in Review

Kilter Group held its CVB Financial (CVBF) position steady in Q2 2026 at 204 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Kilter Group first reported a position in CVBF in Q1 2026 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Kilter Group held 204 shares of CVB Financial worth $4.6K as of Q2 2026.
Kilter Group left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #698 holding.
Kilter Group first reported a position in CVB Financial in Q1 2026 and has held it in 2 quarters since.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.