Optima Capital’s CVB Financial CVBF Stock Holding History

Optima Capital’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	–	Sell	-29	Closed	-$545	–	413
2025 Q4	$545	Buy	+29	New	+$555	﹤0.01%	1163

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Optima Capital's CVBF Position: Q1 2026 in Review

Optima Capital sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 29 shares — an estimated $545 sold.

Optima Capital first reported a position in CVBF in Q4 2025 and held it in 1 quarter. The position peaked at $545 in Q4 2025. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

Optima Capital reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 29 CVB Financial shares in Q1 2026, an estimated $545.
Optima Capital first reported a position in CVB Financial in Q4 2025 and held it in 1 quarter.
Optima Capital's CVB Financial position peaked at $545 in Q4 2025.
285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.