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
Q2 		– Sell
-190
Closed -$3.69K – 2664
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

MAI Capital Management's CVBF Position: Q2 2026 in Review

MAI Capital Management sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 190 shares — an estimated $3.69K sold.

MAI Capital Management first reported a position in CVBF in Q2 2025 and held it in 4 quarters. The position peaked at $6.61K in Q2 2025. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • MAI Capital Management reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 190 CVB Financial shares in Q2 2026, an estimated $3.69K.
  • MAI Capital Management first reported a position in CVB Financial in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's CVB Financial position peaked at $6.61K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.