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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Mason & Associates (California)'s CVBF Position: Q1 2026 in Review

Mason & Associates (California) held its CVB Financial (CVBF) position steady in Q1 2026 at 66,040 shares worth $1.26M. The position accounts for 0.24% of the portfolio, ranked #55.

Mason & Associates (California) first reported a position in CVBF in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.25M in Q3 2022. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

Mason & Associates (California) held 66,040 shares of CVB Financial worth $1.26M as of Q1 2026.
Mason & Associates (California) left its CVB Financial share count unchanged in Q1 2026.
CVB Financial made up 0.24% of Mason & Associates (California)'s portfolio in Q1 2026, its #55 holding.
Mason & Associates (California) first reported a position in CVB Financial in Q4 2021 and has held it in 18 quarters since.
Mason & Associates (California)'s CVB Financial position peaked at $2.25M in Q3 2022.
284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Mason & Associates (California)'s 13F filing for Q1 2026, filed 30 Apr 2026.