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 Q3	$15.1K	Sell	701 -50	-7%	-$1.13K	﹤0.01%	1519
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Mather Group's CVBF Position: Q3 2026 in Review

Mather Group reduced its CVB Financial (CVBF) stake by 6.7% in Q3 2026, selling an estimated $1.13K and leaving 701 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Mather Group first reported a position in CVBF in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.9K in Q2 2026. 49 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

Mather Group held 701 shares of CVB Financial worth $15.1K as of Q3 2026.
Mather Group sold 50 CVB Financial shares in Q3 2026, an estimated $1.13K.
CVB Financial made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1519 holding.
Mather Group first reported a position in CVB Financial in Q4 2024 and has held it in 6 quarters since.
Mather Group's CVB Financial position peaked at $16.9K in Q2 2026.
49 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.