Northwestern Mutual Wealth Management’s CVB Financial CVBF Stock Holding History

Northwestern Mutual Wealth 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	$76.9K	Sell	3,409 -90	-3%	-$1.85K	﹤0.01%	2369
2026 Q1	$67.8K	Buy	3,499 +94	+3%	+$1.85K	﹤0.01%	2334
2025 Q4	$63.3K	Hold	3,405	–	–	﹤0.01%	2307
2025 Q3	$64.4K	Hold	3,405	–	–	﹤0.01%	2220
2025 Q2	$67.4K	Hold	3,405	–	–	﹤0.01%	2143
2025 Q1	$62.9K	Sell	3,405 -3,405	-50%	-$67.9K	﹤0.01%	2101
2024 Q4	$146K	Buy	6,810 +1,560	+30%	+$33K	﹤0.01%	1782
2024 Q3	$93.6K	Sell	5,250 -280	-5%	-$4.99K	﹤0.01%	1918
2024 Q2	$95.3K	Hold	5,530	–	–	﹤0.01%	1845
2024 Q1	$98.7K	Buy	+5,530	New	+$98.1K	﹤0.01%	1808
2023 Q2	–	Sell	-100	Closed	-$1.67K	–	3389
2023 Q1	$1.67K	Hold	100	–	–	﹤0.01%	2957
2022 Q4	$2.58K	Hold	100	–	–	﹤0.01%	2900
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	2785
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	2906
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	2907
2021 Q4	$2K	Sell	100 -943	-90%	-$19.3K	﹤0.01%	2940
2021 Q3	$21K	Hold	1,043	–	–	﹤0.01%	2200
2021 Q2	$21K	Hold	1,043	–	–	﹤0.01%	2176
2021 Q1	$23K	Hold	1,043	–	–	﹤0.01%	2002
2020 Q4	$20K	Hold	1,043	–	–	﹤0.01%	1960
2020 Q3	$17K	Hold	1,043	–	–	﹤0.01%	1845
2020 Q2	$20K	Hold	1,043	–	–	﹤0.01%	1706
2020 Q1	$21K	Hold	1,043	–	–	﹤0.01%	1681
2019 Q4	$23K	Sell	1,043 -206	-16%	-$4.36K	﹤0.01%	1692
2019 Q3	$26K	Hold	1,249	–	–	﹤0.01%	1635
2019 Q2	$26K	Buy	1,249 +1,043	+506%	+$22.2K	﹤0.01%	1623
2019 Q1	$4K	Sell	206 -95	-32%	-$2.08K	﹤0.01%	2176
2018 Q4	$6K	Buy	301 +95	+46%	+$2.06K	﹤0.01%	1979
2018 Q3	$5K	Hold	206	–	–	﹤0.01%	2091
2018 Q2	$5K	Hold	206	–	–	﹤0.01%	2005
2018 Q1	$5K	Hold	206	–	–	﹤0.01%	1903
2017 Q4	$5K	Hold	206	–	–	﹤0.01%	1911
2017 Q3	$5K	Buy	+206	New	+$4.44K	﹤0.01%	1806

Other funds holding CVBF

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's CVBF Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its CVB Financial (CVBF) stake by 2.6% in Q2 2026, selling an estimated $1.85K and leaving 3,409 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Northwestern Mutual Wealth Management first reported a position in CVBF in Q3 2017 and has held it in 33 quarters since. The position peaked at $146K in Q4 2024. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Northwestern Mutual Wealth Management held 3,409 shares of CVB Financial worth $76.9K as of Q2 2026.
Northwestern Mutual Wealth Management sold 90 CVB Financial shares in Q2 2026, an estimated $1.85K.
CVB Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2369 holding.
Northwestern Mutual Wealth Management first reported a position in CVB Financial in Q3 2017 and has held it in 33 quarters since.
Northwestern Mutual Wealth Management's CVB Financial position peaked at $146K in Q4 2024.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.