Mercer Global Advisors
CVBF icon

Mercer Global Advisors’s CVB Financial CVBF Stock Holding History

Mercer Global Advisors’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 		$1.67M Sell
85,991
-5,915
-6% -$116K ﹤0.01% 1286
2025
Q4 		$1.71M Buy
91,906
+74,169
+418% +$1.42M ﹤0.01% 1183
2025
Q3 		$335K Buy
17,737
+178
+1% +$3.54K ﹤0.01% 2015
2025
Q2 		$347K Buy
17,559
+258
+1% +$4.8K ﹤0.01% 1768
2025
Q1 		$319K Buy
17,301
+838
+5% +$16.7K ﹤0.01% 1727
2024
Q4 		$352K Buy
16,463
+2,794
+20% +$59.1K ﹤0.01% 1644
2024
Q3 		$238K Sell
13,669
-2,874
-17% -$51.3K ﹤0.01% 1721
2024
Q2 		$285K Buy
16,543
+18
+0.1% +$300 ﹤0.01% 1602
2024
Q1 		$295K Sell
16,525
-822
-5% -$14.6K ﹤0.01% 1568
2023
Q4 		$350K Buy
17,347
+1,463
+9% +$26K ﹤0.01% 1516
2023
Q3 		$263K Sell
15,884
-861
-5% -$14.6K ﹤0.01% 1611
2023
Q2 		$222K Sell
16,745
-20
-0.1% -$276 ﹤0.01% 1682
2023
Q1 		$280K Buy
16,765
+121
+0.7% +$2.76K ﹤0.01% 1553
2022
Q4 		$429K Sell
16,644
-323
-2% -$8.8K ﹤0.01% 1283
2022
Q3 		$430K Buy
16,967
+3,991
+31% +$104K ﹤0.01% 1203
2022
Q2 		$322K Sell
12,976
-434
-3% -$10.4K ﹤0.01% 1392
2022
Q1 		$311K Buy
13,410
+876
+7% +$20.3K ﹤0.01% 1487
2021
Q4 		$268K Sell
12,534
-4,929
-28% -$101K ﹤0.01% 1526
2021
Q3 		$356K Buy
+17,463
New +$345K ﹤0.01% 1344
2019
Q3 		– Sell
-23,679
Closed -$498K – 1142
2019
Q2 		$498K Buy
+23,679
New +$505K 0.01% 684

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

Mercer Global Advisors's CVBF Position: Q1 2026 in Review

Mercer Global Advisors reduced its CVB Financial (CVBF) stake by 6.4% in Q1 2026, selling an estimated $116K and leaving 85,991 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Mercer Global Advisors first reported a position in CVBF in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.71M in Q4 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Mercer Global Advisors held 85,991 shares of CVB Financial worth $1.67M as of Q1 2026.
  • Mercer Global Advisors sold 5,915 CVB Financial shares in Q1 2026, an estimated $116K.
  • CVB Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1286 holding.
  • Mercer Global Advisors first reported a position in CVB Financial in Q2 2019 and has held it in 20 quarters since.
  • Mercer Global Advisors's CVB Financial position peaked at $1.71M in Q4 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.