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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Pinnacle Holdings's CVBF Position: Q1 2026 in Review

Pinnacle Holdings reduced its CVB Financial (CVBF) stake by 10% in Q1 2026, selling an estimated $39.7K and leaving 17,783 shares worth $345K. The position accounts for 0.11% of the portfolio, ranked #147.

Pinnacle Holdings first reported a position in CVBF in Q1 2023 and has held it in 13 quarters since. The position peaked at $392K in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

Pinnacle Holdings held 17,783 shares of CVB Financial worth $345K as of Q1 2026.
Pinnacle Holdings sold 2,020 CVB Financial shares in Q1 2026, an estimated $39.7K.
CVB Financial made up 0.11% of Pinnacle Holdings's portfolio in Q1 2026, its #147 holding.
Pinnacle Holdings first reported a position in CVB Financial in Q1 2023 and has held it in 13 quarters since.
Pinnacle Holdings's CVB Financial position peaked at $392K in Q2 2025.
284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Pinnacle Holdings's 13F filing for Q1 2026, filed 8 May 2026.