MOS
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MGO One Seven’s CVB Financial CVBF Stock Holding History

MGO One Seven’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 		$367K Buy
16,286
+385
+2% +$7.91K 0.01% 1134
2026
Q1 		$308K Buy
+15,901
New +$313K 0.01% 1119
2025
Q1 		– Sell
-10,318
Closed -$221K – 1110
2024
Q4 		$221K Sell
10,318
-253
-2% -$5.35K 0.01% 978
2024
Q3 		$188K Sell
10,571
-316
-3% -$5.64K 0.01% 944
2024
Q2 		$188K Sell
10,887
-307
-3% -$5.11K 0.01% 911
2024
Q1 		$200K Buy
11,194
+648
+6% +$11.5K 0.01% 847
2023
Q4 		$213K Sell
10,546
-295
-3% -$5.23K 0.01% 822
2023
Q3 		$180K Sell
10,841
-609
-5% -$10.3K 0.01% 766
2023
Q2 		$152K Buy
+11,450
New +$158K 0.01% 736

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

MGO One Seven's CVBF Position: Q2 2026 in Review

MGO One Seven increased its CVB Financial (CVBF) stake by 2.4% in Q2 2026, buying an estimated $7.91K and bringing the position to 16,286 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #1134.

MGO One Seven first reported a position in CVBF in Q2 2023 and has held it in 9 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • MGO One Seven held 16,286 shares of CVB Financial worth $367K as of Q2 2026.
  • MGO One Seven bought 385 CVB Financial shares in Q2 2026, an estimated $7.91K.
  • CVB Financial made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1134 holding.
  • MGO One Seven first reported a position in CVB Financial in Q2 2023 and has held it in 9 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.