NewEdge Advisors’s CVB Financial CVBF Stock Holding History

NewEdge Advisors’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	$4.51K	Sell	200 -44	-18%	-$904	﹤0.01%	3751
2026 Q1	$4.73K	Buy	244 +44	+22%	+$865	﹤0.01%	3609
2025 Q4	$3.72K	Hold	200	–	–	﹤0.01%	3750
2025 Q3	$3.78K	Hold	200	–	–	﹤0.01%	3615
2025 Q2	$3.96K	Hold	200	–	–	﹤0.01%	3471
2025 Q1	$3.69K	Hold	200	–	–	﹤0.01%	3380
2024 Q4	$4.28K	Hold	200	–	–	﹤0.01%	3279
2024 Q3	$3.56K	Hold	200	–	–	﹤0.01%	3261
2024 Q2	$3.45K	Sell	200 -24,353	-99%	-$406K	﹤0.01%	3198
2024 Q1	$438K	Hold	24,553	–	–	﹤0.01%	1425
2023 Q4	$496K	Buy	24,553 +24,264	+8,396%	+$431K	﹤0.01%	1285
2023 Q3	$4.79K	Sell	289 -3,815	-93%	-$64.7K	﹤0.01%	2829
2023 Q2	$54.5K	Sell	4,104 -275	-6%	-$3.79K	﹤0.01%	2060
2023 Q1	$73K	Sell	4,379 -23,625	-84%	-$538K	﹤0.01%	1858
2022 Q4	$89.5K	Buy	28,004 +2,940	+12%	+$80.1K	﹤0.01%	1478
2022 Q3	$635K	Buy	25,064 +4,543	+22%	+$118K	0.01%	848
2022 Q2	$509K	Buy	+20,521	New	+$491K	0.01%	974

Other funds holding CVBF

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

NewEdge Advisors's CVBF Position: Q2 2026 in Review

NewEdge Advisors reduced its CVB Financial (CVBF) stake by 18% in Q2 2026, selling an estimated $904 and leaving 200 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #3751.

NewEdge Advisors first reported a position in CVBF in Q2 2022 and has held it in 17 quarters since. The position peaked at $635K in Q3 2022. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

NewEdge Advisors held 200 shares of CVB Financial worth $4.51K as of Q2 2026.
NewEdge Advisors sold 44 CVB Financial shares in Q2 2026, an estimated $904.
CVB Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3751 holding.
NewEdge Advisors first reported a position in CVB Financial in Q2 2022 and has held it in 17 quarters since.
NewEdge Advisors's CVB Financial position peaked at $635K in Q3 2022.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.