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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
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 $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

Larson Financial Group's CVBF Position: Q1 2026 in Review

Larson Financial Group reduced its CVB Financial (CVBF) stake by 15% in Q1 2026, selling an estimated $7.04K and leaving 2,053 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Larson Financial Group first reported a position in CVBF in Q2 2024 and has held it in 8 quarters since. The position peaked at $44.8K in Q4 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Larson Financial Group held 2,053 shares of CVB Financial worth $39.8K as of Q1 2026.
  • Larson Financial Group sold 358 CVB Financial shares in Q1 2026, an estimated $7.04K.
  • CVB Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1472 holding.
  • Larson Financial Group first reported a position in CVB Financial in Q2 2024 and has held it in 8 quarters since.
  • Larson Financial Group's CVB Financial position peaked at $44.8K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.