MCM
CVBF icon

MAI Capital Management’s CVB Financial CVBF Stock Holding History

MAI Capital Management’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 		$3.69K Buy
190
+44
+30% +$865 ﹤0.01% 3662
2025
Q4 		$2.72K Buy
146
+99
+211% +$1.89K ﹤0.01% 3338
2025
Q3 		$889 Sell
47
-287
-86% -$5.71K ﹤0.01% 3525
2025
Q2 		$6.61K Buy
+334
New +$6.22K ﹤0.01% 2927

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

MAI Capital Management's CVBF Position: Q1 2026 in Review

MAI Capital Management increased its CVB Financial (CVBF) stake by 30% in Q1 2026, buying an estimated $865 and bringing the position to 190 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3662.

MAI Capital Management first reported a position in CVBF in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.61K in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • MAI Capital Management held 190 shares of CVB Financial worth $3.69K as of Q1 2026.
  • MAI Capital Management bought 44 CVB Financial shares in Q1 2026, an estimated $865.
  • CVB Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3662 holding.
  • MAI Capital Management first reported a position in CVB Financial in Q2 2025 and has held it in 4 quarters since.
  • MAI Capital Management's CVB Financial position peaked at $6.61K in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.