MWM
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Momentous Wealth Management’s CVB Financial CVBF Stock Holding History

Momentous Wealth Management’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 		$2.28M Buy
117,455
+4
+0% +$79 1.3% 10
2025
Q4 		$2.18M Buy
+117,451
New +$2.25M 1.24% 11
2025
Q3 		– Sell
-117,467
Closed -$2.32M – 43
2025
Q2 		$2.32M Sell
117,467
-28
-0% -$521 1.5% 12
2025
Q1 		$2.17M Buy
+117,495
New +$2.34M 1.54% 12

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

Momentous Wealth Management's CVBF Position: Q1 2026 in Review

Momentous Wealth Management increased its CVB Financial (CVBF) stake by 0% in Q1 2026, buying an estimated $79 and bringing the position to 117,455 shares worth $2.28M. The position accounts for 1.3% of the portfolio, ranked #10.

Momentous Wealth Management first reported a position in CVBF in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.32M in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Momentous Wealth Management held 117,455 shares of CVB Financial worth $2.28M as of Q1 2026.
  • Momentous Wealth Management bought 4 CVB Financial shares in Q1 2026, an estimated $79.
  • CVB Financial made up 1.3% of Momentous Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Momentous Wealth Management first reported a position in CVB Financial in Q1 2025 and has held it in 4 quarters since.
  • Momentous Wealth Management's CVB Financial position peaked at $2.32M in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.