NWM
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Navigoe Wealth Management’s CVB Financial CVBF Stock Holding History

Navigoe 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 		$0 Buy
+9
New +$185 ﹤0.01% 600

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

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

Navigoe Wealth Management opened a new position in CVB Financial (CVBF) in Q2 2026: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings.

323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Navigoe Wealth Management held 9 shares of CVB Financial worth $0 as of Q2 2026.
  • CVB Financial was a new Navigoe Wealth Management position in Q2 2026.
  • CVB Financial made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #600 holding.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.