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
Q3 		$1.14M Buy
52,940
+41
+0.1% +$925 ﹤0.01% 1007
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Lido Advisors's CVBF Position: Q3 2026 in Review

Lido Advisors increased its CVB Financial (CVBF) stake by 0.08% in Q3 2026, buying an estimated $925 and bringing the position to 52,940 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Lido Advisors first reported a position in CVBF in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.19M in Q2 2026. 190 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • Lido Advisors held 52,940 shares of CVB Financial worth $1.14M as of Q3 2026.
  • Lido Advisors bought 41 CVB Financial shares in Q3 2026, an estimated $925.
  • CVB Financial made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1007 holding.
  • Lido Advisors first reported a position in CVB Financial in Q1 2023 and has held it in 4 quarters since.
  • Lido Advisors's CVB Financial position peaked at $1.19M in Q2 2026.
  • 190 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.