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CVBF icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
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 Wealth Planning Services's CVBF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its CVB Financial (CVBF) stake by 1.9% in Q1 2026, selling an estimated $3.01K and leaving 7,736 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #586.

Pinnacle Wealth Planning Services first reported a position in CVBF in Q4 2020 and has held it in 9 quarters since. The position peaked at $205K in Q4 2023. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 7,736 shares of CVB Financial worth $150K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 153 CVB Financial shares in Q1 2026, an estimated $3.01K.
  • CVB Financial made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #586 holding.
  • Pinnacle Wealth Planning Services first reported a position in CVB Financial in Q4 2020 and has held it in 9 quarters since.
  • Pinnacle Wealth Planning Services's CVB Financial position peaked at $205K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.