Pathstone Holdings
CVBF icon

Pathstone Holdings’s CVB Financial CVBF Stock Holding History

Pathstone Holdings’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 		$441K Buy
19,559
+3,141
+19% +$64.5K ﹤0.01% 1929
2026
Q1 		$318K Sell
16,418
-475
-3% -$9.34K ﹤0.01% 1950
2025
Q4 		$315K Buy
16,893
+208
+1% +$3.98K ﹤0.01% 1945
2025
Q3 		$316K Buy
16,685
+57
+0.3% +$1.14K ﹤0.01% 2009
2025
Q2 		$329K Sell
16,628
-10,049
-38% -$187K ﹤0.01% 1890
2025
Q1 		$493K Buy
26,677
+198
+0.7% +$3.95K ﹤0.01% 1717
2024
Q4 		$567K Buy
26,479
+11,513
+77% +$244K ﹤0.01% 1669
2024
Q3 		$267K Buy
14,966
+468
+3% +$8.35K ﹤0.01% 2032
2024
Q2 		$250K Sell
14,498
-1,205
-8% -$20.1K ﹤0.01% 2034
2024
Q1 		$280K Sell
15,703
-4
-0% -$71 ﹤0.01% 1979
2023
Q4 		$317K Buy
+15,707
New +$279K ﹤0.01% 1787

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
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

Pathstone Holdings's CVBF Position: Q2 2026 in Review

Pathstone Holdings increased its CVB Financial (CVBF) stake by 19% in Q2 2026, buying an estimated $64.5K and bringing the position to 19,559 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Pathstone Holdings first reported a position in CVBF in Q4 2023 and has held it in 11 quarters since. The position peaked at $567K in Q4 2024. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Pathstone Holdings held 19,559 shares of CVB Financial worth $441K as of Q2 2026.
  • Pathstone Holdings bought 3,141 CVB Financial shares in Q2 2026, an estimated $64.5K.
  • CVB Financial made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1929 holding.
  • Pathstone Holdings first reported a position in CVB Financial in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's CVB Financial position peaked at $567K in Q4 2024.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.