Merit Financial Group’s CVB Financial CVBF Stock Holding History

Merit Financial 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	$431K	Buy	19,091 +9,022	+90%	+$185K	﹤0.01%	1586
2026 Q1	$195K	Sell	10,069 -606	-6%	-$11.9K	﹤0.01%	1940
2025 Q4	$199K	Buy	+10,675	New	+$204K	﹤0.01%	1827
2024 Q4	–	Sell	-10,053	Closed	-$179K	–	1157
2024 Q3	$179K	Sell	10,053 -2,576	-20%	-$45.9K	﹤0.01%	797
2024 Q2	$218K	Buy	12,629 +169	+1%	+$2.81K	﹤0.01%	844
2024 Q1	$214K	Buy	+12,460	New	+$221K	0.01%	800

Other funds holding CVBF

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Merit Financial Group's CVBF Position: Q2 2026 in Review

Merit Financial Group increased its CVB Financial (CVBF) stake by 90% in Q2 2026, buying an estimated $185K and bringing the position to 19,091 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Merit Financial Group first reported a position in CVBF in Q1 2024 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Merit Financial Group held 19,091 shares of CVB Financial worth $431K as of Q2 2026.
Merit Financial Group bought 9,022 CVB Financial shares in Q2 2026, an estimated $185K.
CVB Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1586 holding.
Merit Financial Group first reported a position in CVB Financial in Q1 2024 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.