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
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 $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

Pathstone Holdings's CVBF Position: Q1 2026 in Review

Pathstone Holdings reduced its CVB Financial (CVBF) stake by 2.8% in Q1 2026, selling an estimated $9.34K and leaving 16,418 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Pathstone Holdings first reported a position in CVBF in Q4 2023 and has held it in 10 quarters since. The position peaked at $567K in Q4 2024. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Pathstone Holdings held 16,418 shares of CVB Financial worth $318K as of Q1 2026.
  • Pathstone Holdings sold 475 CVB Financial shares in Q1 2026, an estimated $9.34K.
  • CVB Financial made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1950 holding.
  • Pathstone Holdings first reported a position in CVB Financial in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's CVB Financial position peaked at $567K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.