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 Q2	–	Sell	-100,000	Closed	-$1.94M	–	48
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 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

North Reef Capital Management's CVBF Position: Q2 2026 in Review

North Reef Capital Management sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 100,000 shares — an estimated $1.94M sold.

North Reef Capital Management first reported a position in CVBF in Q2 2023 and held it in 3 quarters. The position peaked at $9.45M in Q2 2023. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

North Reef Capital Management reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
North Reef Capital Management sold 100,000 CVB Financial shares in Q2 2026, an estimated $1.94M.
North Reef Capital Management first reported a position in CVB Financial in Q2 2023 and held it in 3 quarters.
North Reef Capital Management's CVB Financial position peaked at $9.45M in Q2 2023.
324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

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