MPWT
CVBF icon

MassMutual Private Wealth & Trust’s CVB Financial CVBF Stock Holding History

MassMutual Private Wealth & Trust’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 		$31.2K Hold
1,385
– – ﹤0.01% 953
2026
Q1 		$26.9K Sell
1,385
-558
-29% -$11K ﹤0.01% 987
2025
Q4 		$36.1K Hold
1,943
– – ﹤0.01% 909
2025
Q3 		$36.7K Sell
1,943
-21
-1% -$418 ﹤0.01% 896
2025
Q2 		$38.9K Sell
1,964
-99
-5% -$1.84K ﹤0.01% 863
2025
Q1 		$38.1K Buy
2,063
+85
+4% +$1.69K ﹤0.01% 810
2024
Q4 		$42.3K Hold
1,978
– – ﹤0.01% 787
2024
Q3 		$35.2K Buy
1,978
+35
+2% +$624 ﹤0.01% 761
2024
Q2 		$33.5K Hold
1,943
– – ﹤0.01% 735
2024
Q1 		$34.7K Hold
1,943
– – ﹤0.01% 690
2023
Q4 		$39.2K Sell
1,943
-185
-9% -$3.28K ﹤0.01% 662
2023
Q3 		$35.3K Sell
2,128
-54
-2% -$916 ﹤0.01% 677
2023
Q2 		$29K Buy
2,182
+2,042
+1,459% +$28.2K ﹤0.01% 677
2023
Q1 		$2.33K Sell
140
-2
-1% -$46 ﹤0.01% 1374
2022
Q4 		$4K Buy
142
+94
+196% +$2.56K ﹤0.01% 1054
2022
Q3 		$1K Sell
48
-104
-68% -$2.71K ﹤0.01% 1395
2022
Q2 		$4K Hold
152
– – ﹤0.01% 947
2022
Q1 		$4K Hold
152
– – ﹤0.01% 967
2021
Q4 		$3K Buy
+152
New +$3.12K ﹤0.01% 982

Other funds holding CVBF

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MassMutual Private Wealth & Trust's CVBF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its CVB Financial (CVBF) position steady in Q2 2026 at 1,385 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

MassMutual Private Wealth & Trust first reported a position in CVBF in Q4 2021 and has held it in 19 quarters since. The position peaked at $42.3K in Q4 2024. 94 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,385 shares of CVB Financial worth $31.2K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its CVB Financial share count unchanged in Q2 2026.
  • CVB Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #953 holding.
  • MassMutual Private Wealth & Trust first reported a position in CVB Financial in Q4 2021 and has held it in 19 quarters since.
  • MassMutual Private Wealth & Trust's CVB Financial position peaked at $42.3K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.