Marshall Wace’s CVB Financial CVBF Stock Holding History

Marshall Wace’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	$5.69M	Buy	+252,343	New	+$5.18M	﹤0.01%	1302
2026 Q1	–	Sell	-166,258	Closed	-$3.09M	–	3282
2025 Q4	$3.09M	Buy	+166,258	New	+$3.18M	﹤0.01%	1375
2024 Q4	–	Sell	-69,240	Closed	-$1.23M	–	2650
2024 Q3	$1.23M	Buy	69,240 +19,605	+39%	+$350K	﹤0.01%	1561
2024 Q2	$856K	Buy	+49,635	New	+$827K	﹤0.01%	1757
2023 Q2	–	Sell	-169,919	Closed	-$2.83M	–	2546
2023 Q1	$2.83M	Buy	+169,919	New	+$3.87M	0.01%	1264
2021 Q4	–	Sell	-51,039	Closed	-$1.04M	–	3926
2021 Q3	$1.04M	Buy	+51,039	New	+$1.01M	﹤0.01%	1991
2020 Q1	–	Sell	-6,959	Closed	-$151K	–	1692
2019 Q4	$151K	Sell	6,959 -1,765	-20%	-$37.4K	﹤0.01%	1396
2019 Q3	$182K	Sell	8,724 -5,539	-39%	-$116K	﹤0.01%	1299
2019 Q2	$300K	Sell	14,263 -25,919	-65%	-$552K	﹤0.01%	1182
2019 Q1	$846K	Buy	+40,182	New	+$882K	0.01%	987

Other funds holding CVBF

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Marshall Wace's CVBF Position: Q2 2026 in Review

Marshall Wace opened a new position in CVB Financial (CVBF) in Q2 2026: 252,343 shares worth $5.69M. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: Marshall Wace previously reported a position in CVBF as recently as Q4 2025.

Marshall Wace first reported a position in CVBF in Q1 2019 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Marshall Wace held 252,343 shares of CVB Financial worth $5.69M as of Q2 2026.
CVB Financial was a new Marshall Wace position in Q2 2026.
CVB Financial made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1302 holding.
Marshall Wace first reported a position in CVB Financial in Q1 2019 and has held it in 10 quarters since.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.