Pinnacle Wealth Planning Services’s CVB Financial CVBF Stock Holding History

Pinnacle Wealth Planning Services’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	$188K	Buy	8,317 +581	+8%	+$11.9K	0.02%	553
2026 Q1	$150K	Sell	7,736 -153	-2%	-$3.01K	0.02%	586
2025 Q4	$147K	Buy	+7,889	New	+$151K	0.02%	599
2024 Q4	–	Sell	-10,062	Closed	-$179K	–	430
2024 Q3	$179K	Sell	10,062 -148	-1%	-$2.64K	0.02%	471
2024 Q2	$176K	Sell	10,210 -5	-0%	-$83	0.03%	433
2024 Q1	$182K	Buy	10,215 +39	+0.4%	+$692	0.03%	441
2023 Q4	$205K	Hold	10,176	–	–	0.03%	398
2023 Q3	$169K	Hold	10,176	–	–	0.03%	379
2023 Q2	$135K	Buy	+10,176	New	+$140K	0.02%	410
2021 Q1	–	Sell	-280	Closed	-$5K	–	730
2020 Q4	$5K	Buy	+280	New	+$5.3K	﹤0.01%	1643

Other funds holding CVBF

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Wealth Planning Services's CVBF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its CVB Financial (CVBF) stake by 7.5% in Q2 2026, buying an estimated $11.9K and bringing the position to 8,317 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #553.

Pinnacle Wealth Planning Services first reported a position in CVBF in Q4 2020 and has held it in 10 quarters since. The position peaked at $205K in Q4 2023. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Pinnacle Wealth Planning Services held 8,317 shares of CVB Financial worth $188K as of Q2 2026.
Pinnacle Wealth Planning Services bought 581 CVB Financial shares in Q2 2026, an estimated $11.9K.
CVB Financial made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #553 holding.
Pinnacle Wealth Planning Services first reported a position in CVB Financial in Q4 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's CVB Financial position peaked at $205K in Q4 2023.
324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.