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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
Q2 		$16.9K Buy
751
+50
+7% +$1.03K ﹤0.01% 1370
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 $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

Mather Group's CVBF Position: Q2 2026 in Review

Mather Group increased its CVB Financial (CVBF) stake by 7.1% in Q2 2026, buying an estimated $1.03K and bringing the position to 751 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Mather Group first reported a position in CVBF in Q4 2024 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Mather Group held 751 shares of CVB Financial worth $16.9K as of Q2 2026.
  • Mather Group bought 50 CVB Financial shares in Q2 2026, an estimated $1.03K.
  • CVB Financial made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1370 holding.
  • Mather Group first reported a position in CVB Financial in Q4 2024 and has held it in 5 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.