NorthCrest Asset Manangement’s CVB Financial CVBF Stock Holding History

NorthCrest Asset Manangement’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	$208K	Buy	+9,316	New	+$191K	0.01%	858

Other funds holding CVBF

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

NorthCrest Asset Manangement's CVBF Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in CVB Financial (CVBF) in Q2 2026: 9,316 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #858 among its holdings.

30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

NorthCrest Asset Manangement held 9,316 shares of CVB Financial worth $208K as of Q2 2026.
CVB Financial was a new NorthCrest Asset Manangement position in Q2 2026.
CVB Financial made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #858 holding.
30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.