LifeSteps Financial’s CVB Financial CVBF Stock Holding History

LifeSteps Financial’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	$169K	Buy	+7,500	New	+$154K	0.08%	106
2024 Q2	–	Sell	-70,056	Closed	-$1.25M	–	151
2024 Q1	$1.25M	Hold	70,056	–	–	0.94%	23
2023 Q4	$1.41M	Hold	70,056	–	–	1.25%	20
2023 Q3	$1.16M	Sell	70,056 -49,000	-41%	-$831K	1.18%	22
2023 Q2	$1.58M	Sell	119,056 -27,000	-18%	-$372K	1.56%	16
2023 Q1	$2.44M	Sell	146,056 -22,213	-13%	-$506K	2.58%	9
2022 Q4	$4.33M	Buy	+168,269	New	+$4.58M	4.51%	5

Other funds holding CVBF

LSERS

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

SOADOR

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LifeSteps Financial's CVBF Position: Q2 2026 in Review

LifeSteps Financial opened a new position in CVB Financial (CVBF) in Q2 2026: 7,500 shares worth $169K. The stake represents 0.08% of the portfolio and ranks #106 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in CVBF as recently as Q1 2024.

LifeSteps Financial first reported a position in CVBF in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.33M in Q4 2022. 39 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

LifeSteps Financial held 7,500 shares of CVB Financial worth $169K as of Q2 2026.
CVB Financial was a new LifeSteps Financial position in Q2 2026.
CVB Financial made up 0.08% of LifeSteps Financial's portfolio in Q2 2026, its #106 holding.
LifeSteps Financial first reported a position in CVB Financial in Q4 2022 and has held it in 7 quarters since.
LifeSteps Financial's CVB Financial position peaked at $4.33M in Q4 2022.
39 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.