KWB Wealth
CVBF icon

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
Q3 		$304K Hold
14,049
– – 0.03% 151
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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

KWB Wealth's CVBF Position: Q3 2026 in Review

KWB Wealth held its CVB Financial (CVBF) position steady in Q3 2026 at 14,049 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #151.

KWB Wealth first reported a position in CVBF in Q1 2025 and has held it in 7 quarters since. The position peaked at $317K in Q2 2026. 37 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • KWB Wealth held 14,049 shares of CVB Financial worth $304K as of Q3 2026.
  • KWB Wealth left its CVB Financial share count unchanged in Q3 2026.
  • CVB Financial made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #151 holding.
  • KWB Wealth first reported a position in CVB Financial in Q1 2025 and has held it in 7 quarters since.
  • KWB Wealth's CVB Financial position peaked at $317K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.