LPL Financial
CVBF icon

LPL Financial’s CVB Financial CVBF Stock Holding History

LPL 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
Q1 		$1.23M Sell
63,568
-20,777
-25% -$409K ﹤0.01% 3988
2025
Q4 		$1.57M Sell
84,345
-377
-0.4% -$7.21K ﹤0.01% 3619
2025
Q3 		$1.6M Sell
84,722
-623
-0.7% -$12.4K ﹤0.01% 3527
2025
Q2 		$1.69M Buy
85,345
+10,628
+14% +$198K ﹤0.01% 3286
2025
Q1 		$1.38M Buy
74,717
+13,500
+22% +$269K ﹤0.01% 3275
2024
Q4 		$1.31M Sell
61,217
-23,675
-28% -$501K ﹤0.01% 3256
2024
Q3 		$1.51M Buy
84,892
+42,652
+101% +$761K ﹤0.01% 2997
2024
Q2 		$728K Sell
42,240
-34,155
-45% -$569K ﹤0.01% 3539
2024
Q1 		$1.36M Buy
76,395
+28,305
+59% +$502K ﹤0.01% 2914
2023
Q4 		$971K Buy
48,090
+15,522
+48% +$275K ﹤0.01% 3078
2023
Q3 		$540K Buy
32,568
+3,003
+10% +$51K ﹤0.01% 3427
2023
Q2 		$393K Buy
29,565
+9,850
+50% +$136K ﹤0.01% 3650
2023
Q1 		$329K Buy
19,715
+585
+3% +$13.3K ﹤0.01% 3668
2022
Q4 		$493K Buy
19,130
+91
+0.5% +$2.48K ﹤0.01% 3259
2022
Q3 		$482K Sell
19,039
-46,390
-71% -$1.21M ﹤0.01% 3195
2022
Q2 		$1.62M Buy
65,429
+446
+0.7% +$10.7K ﹤0.01% 2188
2022
Q1 		$1.51M Buy
64,983
+48,553
+296% +$1.12M ﹤0.01% 2264
2021
Q4 		$352K Buy
16,430
+7
+0% +$144 ﹤0.01% 3572
2021
Q3 		$335K Buy
+16,423
New +$324K ﹤0.01% 3564
2021
Q1 		– Sell
-17,099
Closed -$333K – 4096
2020
Q4 		$333K Buy
17,099
+320
+2% +$6.06K ﹤0.01% 3118
2020
Q3 		$279K Sell
16,779
-135
-0.8% -$2.41K ﹤0.01% 2955
2020
Q2 		$317K Buy
+16,914
New +$323K ﹤0.01% 2795
2017
Q3 		– Sell
-35,054
Closed -$786K – 2875
2017
Q2 		$786K Sell
35,054
-2,700
-7% -$57.8K ﹤0.01% 1544
2017
Q1 		$811K Buy
37,754
+16
+0% +$366 0.01% 1413
2016
Q4 		$869K Hold
37,738
– – 0.01% 1317
2016
Q3 		$659K Hold
37,738
– – 0.01% 1495
2016
Q2 		$592K Sell
37,738
-37,218
-50% -$631K 0.01% 1529
2016
Q1 		$1.26M Hold
74,956
– – ﹤0.01% 1502
2015
Q4 		$1.24M Buy
74,956
+37,478
+100% +$657K ﹤0.01% 1508
2015
Q3 		$627K Buy
+37,478
New +$641K ﹤0.01% 1596
2015
Q1 		– Sell
-10,403
Closed -$167K – 2805
2014
Q4 		$167K Sell
10,403
-1,000
-9% -$15.2K ﹤0.01% 2545
2014
Q3 		$163K Buy
11,403
+1,125
+11% +$17.3K ﹤0.01% 2522
2014
Q2 		$165K Hold
10,278
– – ﹤0.01% 2532
2014
Q1 		$163K Sell
10,278
-137
-1% -$2.16K ﹤0.01% 2497
2013
Q4 		$178K Buy
10,415
+17
+0.2% +$259 ﹤0.01% 2466
2013
Q3 		$145K Sell
10,398
-3,500
-25% -$45.9K ﹤0.01% 2396
2013
Q2 		$163K Buy
+13,898
New +$155K ﹤0.01% 2259

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

LPL Financial's CVBF Position: Q1 2026 in Review

LPL Financial reduced its CVB Financial (CVBF) stake by 25% in Q1 2026, selling an estimated $409K and leaving 63,568 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #3988.

LPL Financial first reported a position in CVBF in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.69M in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • LPL Financial held 63,568 shares of CVB Financial worth $1.23M as of Q1 2026.
  • LPL Financial sold 20,777 CVB Financial shares in Q1 2026, an estimated $409K.
  • CVB Financial made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3988 holding.
  • LPL Financial first reported a position in CVB Financial in Q2 2013 and has held it in 37 quarters since.
  • LPL Financial's CVB Financial position peaked at $1.69M in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.