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
Q2 		$2.37M Buy
105,101
+19,110
+22% +$393K ﹤0.01% 1230
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 $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

Mercer Global Advisors's CVBF Position: Q2 2026 in Review

Mercer Global Advisors increased its CVB Financial (CVBF) stake by 22% in Q2 2026, buying an estimated $393K and bringing the position to 105,101 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Mercer Global Advisors first reported a position in CVBF in Q2 2019 and has held it in 21 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Mercer Global Advisors held 105,101 shares of CVB Financial worth $2.37M as of Q2 2026.
  • Mercer Global Advisors bought 19,110 CVB Financial shares in Q2 2026, an estimated $393K.
  • CVB Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1230 holding.
  • Mercer Global Advisors first reported a position in CVB Financial in Q2 2019 and has held it in 21 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.