Mason & Associates (California)’s CVB Financial CVBF Stock Holding History

Mason & Associates (California)’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	$1.49M	Hold	66,040	–	–	0.24%	54
2026 Q1	$1.26M	Hold	66,040	–	–	0.24%	55
2025 Q4	$1.23M	Hold	66,040	–	–	0.23%	55
2025 Q3	$1.25M	Hold	66,040	–	–	0.25%	46
2025 Q2	$1.31M	Hold	66,040	–	–	0.3%	47
2025 Q1	$1.22M	Hold	66,040	–	–	0.3%	45
2024 Q4	$1.41M	Sell	66,040 -21,390	-24%	-$452K	0.33%	44
2024 Q3	$1.56M	Hold	87,430	–	–	0.39%	40
2024 Q2	$1.51M	Hold	87,430	–	–	0.4%	36
2024 Q1	$1.56M	Hold	87,430	–	–	0.42%	33
2023 Q4	$1.77M	Hold	87,430	–	–	0.52%	21
2023 Q3	$1.45M	Hold	87,430	–	–	0.46%	28
2023 Q2	$1.16M	Hold	87,430	–	–	0.34%	33
2023 Q1	$1.46M	Hold	87,430	–	–	0.45%	23
2022 Q4	$2.25M	Sell	87,430 -1,625	-2%	-$44.3K	0.72%	18
2022 Q3	$2.25M	Hold	89,055	–	–	0.8%	19
2022 Q2	$2.21M	Hold	89,055	–	–	0.78%	20
2022 Q1	$2.07M	Hold	89,055	–	–	0.63%	31
2021 Q4	$1.91M	Buy	+89,055	New	+$1.83M	0.58%	30

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

Mason & Associates (California)'s CVBF Position: Q2 2026 in Review

Mason & Associates (California) held its CVB Financial (CVBF) position steady in Q2 2026 at 66,040 shares worth $1.49M. The position accounts for 0.24% of the portfolio, ranked #54.

Mason & Associates (California) first reported a position in CVBF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.25M in Q3 2022. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Mason & Associates (California) held 66,040 shares of CVB Financial worth $1.49M as of Q2 2026.
Mason & Associates (California) left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up 0.24% of Mason & Associates (California)'s portfolio in Q2 2026, its #54 holding.
Mason & Associates (California) first reported a position in CVB Financial in Q4 2021 and has held it in 19 quarters since.
Mason & Associates (California)'s CVB Financial position peaked at $2.25M in Q3 2022.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.