Physician Wealth Advisors’s CVB Financial CVBF Stock Holding History

Physician Wealth Advisors’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	$5.19K	Buy	230 +122	+113%	+$2.51K	﹤0.01%	1078
2026 Q1	$2.1K	Hold	108	–	–	﹤0.01%	1333
2025 Q4	$2.01K	Buy	108 +27	+33%	+$516	﹤0.01%	1284
2025 Q3	$1.53K	Buy	81 +54	+200%	+$1.07K	﹤0.01%	1331
2025 Q2	$535	Sell	27 -34	-56%	-$633	﹤0.01%	1692
2025 Q1	$1.13K	Buy	+61	New	+$1.22K	﹤0.01%	996

Other funds holding CVBF

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Physician Wealth Advisors's CVBF Position: Q2 2026 in Review

Physician Wealth Advisors increased its CVB Financial (CVBF) stake by 113% in Q2 2026, buying an estimated $2.51K and bringing the position to 230 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Physician Wealth Advisors first reported a position in CVBF in Q1 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Physician Wealth Advisors held 230 shares of CVB Financial worth $5.19K as of Q2 2026.
Physician Wealth Advisors bought 122 CVB Financial shares in Q2 2026, an estimated $2.51K.
CVB Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1078 holding.
Physician Wealth Advisors first reported a position in CVB Financial in Q1 2025 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.