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
Q2 		– Sell
-117,455
Closed -$2.28M – 49
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 $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

Momentous Wealth Management's CVBF Position: Q2 2026 in Review

Momentous Wealth Management sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 117,455 shares — an estimated $2.28M sold.

Momentous Wealth Management first reported a position in CVBF in Q1 2025 and held it in 4 quarters. The position peaked at $2.32M in Q2 2025. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Momentous Wealth Management reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
  • Momentous Wealth Management sold 117,455 CVB Financial shares in Q2 2026, an estimated $2.28M.
  • Momentous Wealth Management first reported a position in CVB Financial in Q1 2025 and held it in 4 quarters.
  • Momentous Wealth Management's CVB Financial position peaked at $2.32M in Q2 2025.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.