Maltese Capital Management’s CVB Financial CVBF Stock Holding History

Maltese 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	$3.61M	Buy	160,000 +68,500	+75%	+$1.41M	0.66%	59
2026 Q1	$1.77M	Buy	+91,500	New	+$1.8M	0.35%	82
2023 Q3	–	Sell	-25,000	Closed	-$332K	–	95
2023 Q2	$332K	Sell	25,000 -70,000	-74%	-$965K	0.11%	86
2023 Q1	$1.58M	Sell	95,000 -55,000	-37%	-$1.25M	0.59%	60
2022 Q4	$3.86M	Hold	150,000	–	–	1.07%	40
2022 Q3	$3.8M	Hold	150,000	–	–	0.87%	49
2022 Q2	$3.72M	Sell	150,000 -50,000	-25%	-$1.2M	0.8%	51
2022 Q1	$4.64M	Sell	200,000 -60,000	-23%	-$1.39M	0.87%	47
2021 Q4	$5.57M	Buy	+260,000	New	+$5.33M	0.92%	38
2021 Q2	–	Sell	-210,025	Closed	-$4.64M	–	149
2021 Q1	$4.64M	Buy	+210,025	New	+$4.57M	0.61%	62
2013 Q3	–	Sell	-145,000	Closed	-$1.71M	–	171
2013 Q2	$1.71M	Buy	+145,000	New	+$1.62M	0.18%	127

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Maltese Capital Management increased its CVB Financial (CVBF) stake by 75% in Q2 2026, buying an estimated $1.41M and bringing the position to 160,000 shares worth $3.61M. The position accounts for 0.66% of the portfolio, ranked #59.

Maltese Capital Management first reported a position in CVBF in Q2 2013 and has held it in 11 quarters since. The position peaked at $5.57M in Q4 2021. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Maltese Capital Management held 160,000 shares of CVB Financial worth $3.61M as of Q2 2026.
Maltese Capital Management bought 68,500 CVB Financial shares in Q2 2026, an estimated $1.41M.
CVB Financial made up 0.66% of Maltese Capital Management's portfolio in Q2 2026, its #59 holding.
Maltese Capital Management first reported a position in CVB Financial in Q2 2013 and has held it in 11 quarters since.
Maltese Capital Management's CVB Financial position peaked at $5.57M in Q4 2021.
324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

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