Neo Ivy Capital Management’s CVB Financial CVBF Stock Holding History

Neo Ivy Capital 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	$2.5M	Buy	110,959 +90,429	+440%	+$1.86M	0.58%	59
2026 Q1	$394K	Buy	+20,530	New	+$404K	0.1%	241
2025 Q2	–	Sell	-868	Closed	-$16K	–	385
2025 Q1	$16K	Buy	+868	New	+$17.3K	0.01%	257
2022 Q4	$133K	Buy	5,178 +2,243	+76%	+$61.1K	0.09%	246
2022 Q3	$74K	Sell	2,935 -3,965	-57%	-$103K	0.19%	182
2022 Q2	$171K	Buy	6,900 +4,690	+212%	+$112K	0.46%	70
2022 Q1	$52K	Buy	+2,210	New	+$51.1K	0.05%	366
2021 Q4	–	Sell	-28,486	Closed	-$534K	–	469
2021 Q3	$534K	Buy	+28,486	New	+$563K	0.61%	41
2021 Q2	–	Sell	-11,811	Closed	-$261K	–	484
2021 Q1	$261K	Buy	+11,811	New	+$257K	0.29%	128
2020 Q4	–	Sell	-22,609	Closed	-$375K	–	448
2020 Q3	$375K	Sell	22,609 -5,877	-21%	-$105K	0.38%	88
2020 Q2	$534K	Buy	+28,486	New	+$544K	0.61%	41
2020 Q1	–	Sell	-322	Closed	-$7K	–	470
2019 Q4	$7K	Sell	322 -115	-26%	-$2.44K	0.01%	234
2019 Q3	$9K	Buy	+437	New	+$9.14K	0.01%	260

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Neo Ivy Capital Management's CVBF Position: Q2 2026 in Review

Neo Ivy Capital Management increased its CVB Financial (CVBF) stake by 440% in Q2 2026, buying an estimated $1.86M and bringing the position to 110,959 shares worth $2.5M. The position accounts for 0.58% of the portfolio, ranked #59.

Neo Ivy Capital Management first reported a position in CVBF in Q3 2019 and has held it in 13 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Neo Ivy Capital Management held 110,959 shares of CVB Financial worth $2.5M as of Q2 2026.
Neo Ivy Capital Management bought 90,429 CVB Financial shares in Q2 2026, an estimated $1.86M.
CVB Financial made up 0.58% of Neo Ivy Capital Management's portfolio in Q2 2026, its #59 holding.
Neo Ivy Capital Management first reported a position in CVB Financial in Q3 2019 and has held it in 13 quarters since.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.