Northwestern Mutual Wealth Management
CVBF icon

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
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
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

Northwestern Mutual Wealth Management's CVBF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its CVB Financial (CVBF) stake by 2.8% in Q1 2026, buying an estimated $1.85K and bringing the position to 3,499 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

Northwestern Mutual Wealth Management first reported a position in CVBF in Q3 2017 and has held it in 32 quarters since. The position peaked at $146K in Q4 2024. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Northwestern Mutual Wealth Management held 3,499 shares of CVB Financial worth $67.8K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 94 CVB Financial shares in Q1 2026, an estimated $1.85K.
  • CVB Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2334 holding.
  • Northwestern Mutual Wealth Management first reported a position in CVB Financial in Q3 2017 and has held it in 32 quarters since.
  • Northwestern Mutual Wealth Management's CVB Financial position peaked at $146K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.