Pinnacle Holdings’s CVB Financial CVBF Stock Holding History

Pinnacle 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	$401K	Hold	17,783	–	–	0.12%	140
2026 Q1	$345K	Sell	17,783 -2,020	-10%	-$39.7K	0.11%	147
2025 Q4	$368K	Hold	19,803	–	–	0.12%	148
2025 Q3	$374K	Hold	19,803	–	–	0.13%	147
2025 Q2	$392K	Buy	19,803 +12,000	+154%	+$223K	0.14%	147
2025 Q1	$144K	Hold	7,803	–	–	0.05%	164
2024 Q4	$167K	Hold	7,803	–	–	0.06%	160
2024 Q3	$139K	Hold	7,803	–	–	0.05%	162
2024 Q2	$135K	Hold	7,803	–	–	0.05%	163
2024 Q1	$139K	Sell	7,803 -420	-5%	-$7.45K	0.06%	162
2023 Q4	$166K	Buy	8,223 +548	+7%	+$9.72K	0.07%	162
2023 Q3	$127K	Hold	7,675	–	–	0.06%	161
2023 Q2	$102K	Hold	7,675	–	–	0.05%	162
2023 Q1	$128K	Buy	+7,675	New	+$175K	0.06%	162

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Holdings's CVBF Position: Q2 2026 in Review

Pinnacle Holdings held its CVB Financial (CVBF) position steady in Q2 2026 at 17,783 shares worth $401K. The position accounts for 0.12% of the portfolio, ranked #140.

Pinnacle Holdings first reported a position in CVBF in Q1 2023 and has held it in 14 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Pinnacle Holdings held 17,783 shares of CVB Financial worth $401K as of Q2 2026.
Pinnacle Holdings left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up 0.12% of Pinnacle Holdings's portfolio in Q2 2026, its #140 holding.
Pinnacle Holdings first reported a position in CVB Financial in Q1 2023 and has held it in 14 quarters since.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.