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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
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
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

Neo Ivy Capital Management's CVBF Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in CVB Financial (CVBF) in Q1 2026: 20,530 shares worth $394K. The stake represents 0.1% of the portfolio and ranks #241 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in CVBF as recently as Q1 2025.

Neo Ivy Capital Management first reported a position in CVBF in Q3 2019 and has held it in 12 quarters since. The position peaked at $534K in Q3 2021. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Neo Ivy Capital Management held 20,530 shares of CVB Financial worth $394K as of Q1 2026.
  • CVB Financial was a new Neo Ivy Capital Management position in Q1 2026.
  • CVB Financial made up 0.1% of Neo Ivy Capital Management's portfolio in Q1 2026, its #241 holding.
  • Neo Ivy Capital Management first reported a position in CVB Financial in Q3 2019 and has held it in 12 quarters since.
  • Neo Ivy Capital Management's CVB Financial position peaked at $534K in Q3 2021.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.