NRCM
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North Reef Capital Management’s CVB Financial CVBF Stock Holding History

North Reef 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 		$1.94M Sell
100,000
-3,824
-4% -$75.2K 0.07% 56
2025
Q4 		$1.93M Buy
+103,824
New +$1.99M 0.08% 53
2023
Q3 		– Sell
-711,433
Closed -$9.45M – 46
2023
Q2 		$9.45M Buy
+711,433
New +$9.81M 0.73% 26

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

North Reef Capital Management's CVBF Position: Q1 2026 in Review

North Reef Capital Management reduced its CVB Financial (CVBF) stake by 3.7% in Q1 2026, selling an estimated $75.2K and leaving 100,000 shares worth $1.94M. The position accounts for 0.07% of the portfolio, ranked #56.

North Reef Capital Management first reported a position in CVBF in Q2 2023 and has held it in 3 quarters since. The position peaked at $9.45M in Q2 2023. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • North Reef Capital Management held 100,000 shares of CVB Financial worth $1.94M as of Q1 2026.
  • North Reef Capital Management sold 3,824 CVB Financial shares in Q1 2026, an estimated $75.2K.
  • CVB Financial made up 0.07% of North Reef Capital Management's portfolio in Q1 2026, its #56 holding.
  • North Reef Capital Management first reported a position in CVB Financial in Q2 2023 and has held it in 3 quarters since.
  • North Reef Capital Management's CVB Financial position peaked at $9.45M in Q2 2023.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

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