Nisa Investment Advisors’s CVB Financial CVBF Stock Holding History

Nisa Investment 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 Q1	$819K	Buy	42,262 +84	+0.2%	+$1.65K	﹤0.01%	842
2025 Q4	$793K	Buy	42,178 +57	+0.1%	+$1.09K	﹤0.01%	882
2025 Q3	$797K	Buy	42,121 +385	+0.9%	+$7.67K	﹤0.01%	902
2025 Q2	$826K	Sell	41,736 -4,022	-9%	-$74.9K	﹤0.01%	864
2025 Q1	$845K	Sell	45,758 -6,600	-13%	-$132K	﹤0.01%	858
2024 Q4	$1.13M	Buy	52,358 +9,600	+22%	+$203K	﹤0.01%	836
2024 Q3	$770K	Sell	42,758 -13,579	-24%	-$242K	﹤0.01%	925
2024 Q2	$971K	Buy	56,337 +4,022	+8%	+$67K	0.01%	885
2024 Q1	$933K	Buy	52,315 +925	+2%	+$16.4K	0.01%	888
2023 Q4	$1.04M	Sell	51,390 -7,913	-13%	-$140K	0.01%	835
2023 Q3	$983K	Buy	59,303 +16,000	+37%	+$271K	0.01%	873
2023 Q2	$575K	Buy	43,303 +41,580	+2,413%	+$573K	﹤0.01%	1037
2023 Q1	$29K	Buy	1,723 +20	+1%	+$456	﹤0.01%	1886
2022 Q4	$44K	Hold	1,703	–	–	﹤0.01%	1818
2022 Q3	$49K	Hold	1,703	–	–	﹤0.01%	1743
2022 Q2	$42K	Buy	+1,703	New	+$40.7K	﹤0.01%	1788
2021 Q2	–	Sell	-28,020	Closed	-$619	–	2335
2021 Q1	$619	Hold	28,020	–	–	﹤0.01%	1111
2020 Q4	$546K	Buy	28,020 +1,300	+5%	+$24.6K	﹤0.01%	1134
2020 Q3	$444K	Sell	26,720 -240	-0.9%	-$4.29K	﹤0.01%	1078
2020 Q2	$505K	Buy	26,960 +390	+1%	+$7.44K	﹤0.01%	1014
2020 Q1	$533K	Buy	26,570 +50	+0.2%	+$1.01K	0.01%	903
2019 Q4	$572K	Hold	26,520	–	–	﹤0.01%	1048
2019 Q3	$553K	Buy	26,520 +530	+2%	+$11.1K	﹤0.01%	1060
2019 Q2	$547K	Hold	25,990	–	–	0.01%	1049
2019 Q1	$547K	Hold	25,990	–	–	0.01%	1029
2018 Q4	$526K	Hold	25,990	–	–	0.01%	979
2018 Q3	$580K	Hold	25,990	–	–	0.01%	1059
2018 Q2	$583K	Sell	25,990 -230	-0.9%	-$5.29K	0.01%	1009
2018 Q1	$594K	Buy	26,220 +100	+0.4%	+$2.35K	0.01%	973
2017 Q4	$615K	Hold	26,120	–	–	0.01%	975
2017 Q3	$631K	Hold	26,120	–	–	0.01%	967
2017 Q2	$586K	Buy	26,120 +720	+3%	+$15.4K	0.01%	975
2017 Q1	$561K	Hold	25,400	–	–	0.01%	995
2016 Q4	$582K	Hold	25,400	–	–	0.01%	992
2016 Q3	$447K	Hold	25,400	–	–	0.01%	1033
2016 Q2	$416K	Hold	25,400	–	–	0.01%	1045
2016 Q1	$443K	Hold	25,400	–	–	0.01%	1029
2015 Q4	$430K	Hold	25,400	–	–	0.01%	999
2015 Q3	$424K	Hold	25,400	–	–	0.01%	1030
2015 Q2	$447K	Hold	25,400	–	–	0.01%	1047
2015 Q1	$405K	Hold	25,400	–	–	0.01%	1098
2014 Q4	$407K	Hold	25,400	–	–	0.01%	1074
2014 Q3	$364K	Hold	25,400	–	–	0.01%	1096
2014 Q2	$407K	Hold	25,400	–	–	0.01%	1094
2014 Q1	$404K	Hold	25,400	–	–	0.01%	1109
2013 Q4	$434K	Hold	25,400	–	–	0.01%	1063
2013 Q3	$343K	Hold	25,400	–	–	0.01%	1133
2013 Q2	$299K	Buy	+25,400	New	+$283K	﹤0.01%	1158

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

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

Nisa Investment Advisors's CVBF Position: Q1 2026 in Review

Nisa Investment Advisors increased its CVB Financial (CVBF) stake by 0.2% in Q1 2026, buying an estimated $1.65K and bringing the position to 42,262 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Nisa Investment Advisors first reported a position in CVBF in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.13M in Q4 2024. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

Nisa Investment Advisors held 42,262 shares of CVB Financial worth $819K as of Q1 2026.
Nisa Investment Advisors bought 84 CVB Financial shares in Q1 2026, an estimated $1.65K.
CVB Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #842 holding.
Nisa Investment Advisors first reported a position in CVB Financial in Q2 2013 and has held it in 48 quarters since.
Nisa Investment Advisors's CVB Financial position peaked at $1.13M in Q4 2024.
285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.