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Mather Group’s CVB Financial CVBF Stock Holding History

Mather Group’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 		$13.6K Buy
+701
New +$13.8K ﹤0.01% 1370
2025
Q4 		– Sell
-701
Closed -$13.3K – 871
2025
Q3 		$13.3K Buy
+701
New +$14K ﹤0.01% 1210
2025
Q2 		– Sell
-757
Closed -$14K – 861
2025
Q1 		$14K Hold
757
– – ﹤0.01% 1177
2024
Q4 		$16.2K Buy
+757
New +$16K ﹤0.01% 1127

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

Mather Group's CVBF Position: Q1 2026 in Review

Mather Group opened a new position in CVB Financial (CVBF) in Q1 2026: 701 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: Mather Group previously reported a position in CVBF as recently as Q3 2025.

Mather Group first reported a position in CVBF in Q4 2024 and has held it in 4 quarters since. The position peaked at $16.2K in Q4 2024. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Mather Group held 701 shares of CVB Financial worth $13.6K as of Q1 2026.
  • CVB Financial was a new Mather Group position in Q1 2026.
  • CVB Financial made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1370 holding.
  • Mather Group first reported a position in CVB Financial in Q4 2024 and has held it in 4 quarters since.
  • Mather Group's CVB Financial position peaked at $16.2K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.