LRI Investments’s CVB Financial CVBF Stock Holding History

LRI Investments’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	$7.04K	Buy	312 +9	+3%	+$185	﹤0.01%	1063
2026 Q1	$5.88K	Hold	303	–	–	﹤0.01%	1043
2025 Q4	$5.64K	Hold	303	–	–	﹤0.01%	1021
2025 Q3	$5.73K	Hold	303	–	–	﹤0.01%	1014
2025 Q2	$6K	Hold	303	–	–	﹤0.01%	970
2025 Q1	$5.59K	Hold	303	–	–	﹤0.01%	918
2024 Q4	$6.49K	Hold	303	–	–	﹤0.01%	869
2024 Q3	$6.85K	Buy	303 +81	+36%	+$1.45K	﹤0.01%	864
2024 Q2	$3.83K	Buy	+222	New	+$3.7K	﹤0.01%	964

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

LRI Investments's CVBF Position: Q2 2026 in Review

LRI Investments increased its CVB Financial (CVBF) stake by 3% in Q2 2026, buying an estimated $185 and bringing the position to 312 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

LRI Investments first reported a position in CVBF in Q2 2024 and has held it in 9 quarters since. 89 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

LRI Investments held 312 shares of CVB Financial worth $7.04K as of Q2 2026.
LRI Investments bought 9 CVB Financial shares in Q2 2026, an estimated $185.
CVB Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1063 holding.
LRI Investments first reported a position in CVB Financial in Q2 2024 and has held it in 9 quarters since.
89 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.