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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
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 $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

Mirabella Financial Services's CVBF Position: Q1 2026 in Review

Mirabella Financial Services opened a new position in CVB Financial (CVBF) in Q1 2026: 20,184 shares worth $391K. The stake represents 0.04% of the portfolio and ranks #353 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in CVBF as recently as Q4 2021.

Mirabella Financial Services first reported a position in CVBF in Q3 2021 and has held it in 3 quarters since. The position peaked at $2.12M in Q3 2021. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Mirabella Financial Services held 20,184 shares of CVB Financial worth $391K as of Q1 2026.
  • CVB Financial was a new Mirabella Financial Services position in Q1 2026.
  • CVB Financial made up 0.04% of Mirabella Financial Services's portfolio in Q1 2026, its #353 holding.
  • Mirabella Financial Services first reported a position in CVB Financial in Q3 2021 and has held it in 3 quarters since.
  • Mirabella Financial Services's CVB Financial position peaked at $2.12M in Q3 2021.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.