KWB Wealth’s CVB Financial CVBF Stock Holding History

KWB Wealth’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	$317K	Hold	14,049	–	–	0.03%	144
2026 Q1	$261K	Hold	14,049	–	–	0.03%	148
2025 Q4	$261K	Buy	14,049 +133	+1%	+$2.54K	0.02%	159
2025 Q3	$275K	Buy	13,916 +159	+1%	+$3.17K	0.03%	128
2025 Q2	$254K	Hold	13,757	–	–	0.03%	139
2025 Q1	$295K	Buy	+13,757	New	+$274K	0.04%	124

Other funds holding CVBF

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

KWB Wealth's CVBF Position: Q2 2026 in Review

KWB Wealth held its CVB Financial (CVBF) position steady in Q2 2026 at 14,049 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #144.

KWB Wealth first reported a position in CVBF in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

KWB Wealth held 14,049 shares of CVB Financial worth $317K as of Q2 2026.
KWB Wealth left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #144 holding.
KWB Wealth first reported a position in CVB Financial in Q1 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.