Lido Advisors
CVBF icon

Lido Advisors’s CVB Financial CVBF Stock Holding History

Lido Advisors’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 		$1.19M Buy
+52,899
New +$1.09M ﹤0.01% 1017
2023
Q3 		– Sell
-16,167
Closed -$215K – 1244
2023
Q2 		$215K Sell
16,167
-3,114
-16% -$42.9K ﹤0.01% 1081
2023
Q1 		$322K Buy
+19,281
New +$439K ﹤0.01% 847

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

Lido Advisors's CVBF Position: Q2 2026 in Review

Lido Advisors opened a new position in CVB Financial (CVBF) in Q2 2026: 52,899 shares worth $1.19M. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings. This is a return to the name: Lido Advisors previously reported a position in CVBF as recently as Q2 2023.

Lido Advisors first reported a position in CVBF in Q1 2023 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Lido Advisors held 52,899 shares of CVB Financial worth $1.19M as of Q2 2026.
  • CVB Financial was a new Lido Advisors position in Q2 2026.
  • CVB Financial made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1017 holding.
  • Lido Advisors first reported a position in CVB Financial in Q1 2023 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.