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Larson Financial Group’s CVB Financial CVBF Stock Holding History

Larson Financial 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 		$156K Buy
6,914
+4,861
+237% +$99.8K ﹤0.01% 953
2026
Q1 		$39.8K Sell
2,053
-358
-15% -$7.04K ﹤0.01% 1472
2025
Q4 		$44.8K Buy
2,411
+1,791
+289% +$34.3K ﹤0.01% 1283
2025
Q3 		$11.7K Buy
620
+616
+15,400% +$12.3K ﹤0.01% 1934
2025
Q2 		$79 Sell
4
-2
-33% -$37 ﹤0.01% 3193
2025
Q1 		$111 Hold
6
– – ﹤0.01% 2893
2024
Q4 		$128 Hold
6
– – ﹤0.01% 2555
2024
Q3 		$107 Hold
6
– – ﹤0.01% 2521
2024
Q2 		$103 Buy
+6
New +$100 ﹤0.01% 2238

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
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

Larson Financial Group's CVBF Position: Q2 2026 in Review

Larson Financial Group increased its CVB Financial (CVBF) stake by 237% in Q2 2026, buying an estimated $99.8K and bringing the position to 6,914 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Larson Financial Group first reported a position in CVBF in Q2 2024 and has held it in 9 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Larson Financial Group held 6,914 shares of CVB Financial worth $156K as of Q2 2026.
  • Larson Financial Group bought 4,861 CVB Financial shares in Q2 2026, an estimated $99.8K.
  • CVB Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #953 holding.
  • Larson Financial Group first reported a position in CVB Financial in Q2 2024 and has held it in 9 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.