MFS
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Mirabella Financial Services’s CVB Financial CVBF Stock Holding History

Mirabella Financial Services’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 		– Sell
-20,184
Closed -$391K – 795
2026
Q1 		$391K Buy
+20,184
New +$397K 0.04% 353
2022
Q1 		– Sell
-21,360
Closed -$457K – 571
2021
Q4 		$457K Sell
21,360
-82,467
-79% -$1.69M 0.05% 262
2021
Q3 		$2.12M Buy
+103,827
New +$2.05M 0.28% 94

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

Mirabella Financial Services's CVBF Position: Q2 2026 in Review

Mirabella Financial Services sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 20,184 shares — an estimated $391K sold.

Mirabella Financial Services first reported a position in CVBF in Q3 2021 and held it in 3 quarters. The position peaked at $2.12M in Q3 2021. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Mirabella Financial Services reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 20,184 CVB Financial shares in Q2 2026, an estimated $391K.
  • Mirabella Financial Services first reported a position in CVB Financial in Q3 2021 and held it in 3 quarters.
  • Mirabella Financial Services's CVB Financial position peaked at $2.12M in Q3 2021.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.