PAP
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Persistent Asset Partners’s CVB Financial CVBF Stock Holding History

Persistent Asset Partners’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 		$20.4K Sell
906
-84,119
-99% -$1.73M 0.01% 610
2026
Q1 		$1.65M Buy
85,025
+56,962
+203% +$1.12M 0.61% 41
2025
Q4 		$522K Buy
+28,063
New +$537K 0.23% 122
2025
Q1 		– Sell
-24,853
Closed -$518K – 183
2024
Q4 		$518K Buy
+24,853
New +$526K 0.43% 59

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

Persistent Asset Partners's CVBF Position: Q2 2026 in Review

Persistent Asset Partners reduced its CVB Financial (CVBF) stake by 99% in Q2 2026, selling an estimated $1.73M and leaving 906 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #610.

Persistent Asset Partners first reported a position in CVBF in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.65M in Q1 2026. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Persistent Asset Partners held 906 shares of CVB Financial worth $20.4K as of Q2 2026.
  • Persistent Asset Partners sold 84,119 CVB Financial shares in Q2 2026, an estimated $1.73M.
  • CVB Financial made up 0.01% of Persistent Asset Partners's portfolio in Q2 2026, its #610 holding.
  • Persistent Asset Partners first reported a position in CVB Financial in Q4 2024 and has held it in 4 quarters since.
  • Persistent Asset Partners's CVB Financial position peaked at $1.65M in Q1 2026.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Persistent Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.