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
Q2 		$44.3M Buy
1,963,675
+174,126
+10% +$3.58M 0.01% 519
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
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

Massachusetts Financial Services's CVBF Position: Q2 2026 in Review

Massachusetts Financial Services increased its CVB Financial (CVBF) stake by 9.7% in Q2 2026, buying an estimated $3.58M and bringing the position to 1,963,675 shares worth $44.3M. The position accounts for 0.01% of the portfolio, ranked #519.

Massachusetts Financial Services first reported a position in CVBF in Q2 2013 and has held it in 14 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Massachusetts Financial Services held 1,963,675 shares of CVB Financial worth $44.3M as of Q2 2026.
  • Massachusetts Financial Services bought 174,126 CVB Financial shares in Q2 2026, an estimated $3.58M.
  • CVB Financial made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #519 holding.
  • Massachusetts Financial Services first reported a position in CVB Financial in Q2 2013 and has held it in 14 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.