Lazari Capital Management’s CVB Financial CVBF Stock Holding History

Lazari Capital Management’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	$550K	Hold	24,376	–	–	0.17%	95
2026 Q1	$473K	Hold	24,376	–	–	0.16%	96
2025 Q4	$453K	Hold	24,376	–	–	0.15%	92
2025 Q3	$461K	Hold	24,376	–	–	0.16%	89
2025 Q2	$482K	Hold	24,376	–	–	0.18%	81
2025 Q1	$450K	Hold	24,376	–	–	0.18%	83
2024 Q4	$522K	Hold	24,376	–	–	0.21%	75
2024 Q3	$434K	Hold	24,376	–	–	0.19%	84
2024 Q2	$420K	Hold	24,376	–	–	0.19%	85
2024 Q1	$435K	Hold	24,376	–	–	0.24%	70
2023 Q4	$492K	Hold	24,376	–	–	0.28%	63
2023 Q3	$404K	Hold	24,376	–	–	0.24%	64
2023 Q2	$324K	Buy	+24,376	New	+$336K	0.18%	80

Other funds holding CVBF

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Lazari Capital Management's CVBF Position: Q2 2026 in Review

Lazari Capital Management held its CVB Financial (CVBF) position steady in Q2 2026 at 24,376 shares worth $550K. The position accounts for 0.17% of the portfolio, ranked #95.

Lazari Capital Management first reported a position in CVBF in Q2 2023 and has held it in 13 quarters since. 89 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Lazari Capital Management held 24,376 shares of CVB Financial worth $550K as of Q2 2026.
Lazari Capital Management left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up 0.17% of Lazari Capital Management's portfolio in Q2 2026, its #95 holding.
Lazari Capital Management first reported a position in CVB Financial in Q2 2023 and has held it in 13 quarters since.
89 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.