Massachusetts Financial Services
CVBF icon

Massachusetts Financial Services’s CVB Financial CVBF Stock Holding History

Massachusetts Financial Services’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 		$34.7M Buy
1,789,549
+49,806
+3% +$979K 0.01% 545
2025
Q4 		$32.4M Buy
1,739,743
+39,771
+2% +$761K 0.01% 560
2025
Q3 		$32.1M Buy
1,699,972
+140,721
+9% +$2.8M 0.01% 556
2025
Q2 		$30.9M Sell
1,559,251
-77,563
-5% -$1.44M 0.01% 548
2025
Q1 		$30.2M Buy
1,636,814
+185,890
+13% +$3.7M 0.01% 538
2024
Q4 		$31.1M Buy
+1,450,924
New +$30.7M 0.01% 537
2020
Q2 		– Sell
-768,096
Closed -$15.4M – 800
2020
Q1 		$15.4M Sell
768,096
-27,002
-3% -$543K 0.01% 552
2019
Q4 		$17.2M Buy
795,098
+40,066
+5% +$848K 0.01% 550
2019
Q3 		$15.8M Buy
755,032
+92,516
+14% +$1.93M 0.01% 560
2019
Q2 		$13.9M Buy
+662,516
New +$14.1M 0.01% 589
2014
Q1 		– Sell
-18,090
Closed -$309K – 874
2013
Q4 		$309K Sell
18,090
-1,350
-7% -$20.5K ﹤0.01% 810
2013
Q3 		$263K Sell
19,440
-710
-4% -$9.3K ﹤0.01% 809
2013
Q2 		$237K Buy
+20,150
New +$225K ﹤0.01% 796

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
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

Massachusetts Financial Services's CVBF Position: Q1 2026 in Review

Massachusetts Financial Services increased its CVB Financial (CVBF) stake by 2.9% in Q1 2026, buying an estimated $979K and bringing the position to 1,789,549 shares worth $34.7M. The position accounts for 0.01% of the portfolio, ranked #545.

Massachusetts Financial Services first reported a position in CVBF in Q2 2013 and has held it in 13 quarters since. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Massachusetts Financial Services held 1,789,549 shares of CVB Financial worth $34.7M as of Q1 2026.
  • Massachusetts Financial Services bought 49,806 CVB Financial shares in Q1 2026, an estimated $979K.
  • CVB Financial made up 0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #545 holding.
  • Massachusetts Financial Services first reported a position in CVB Financial in Q2 2013 and has held it in 13 quarters since.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.