Plante Moran Financial Advisors’s CVB Financial CVBF Stock Holding History

Plante Moran Financial 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	$428	Buy	+19	New	+$390	﹤0.01%	1179

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CBB

Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Plante Moran Financial Advisors's CVBF Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in CVB Financial (CVBF) in Q2 2026: 19 shares worth $428. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

144 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Plante Moran Financial Advisors held 19 shares of CVB Financial worth $428 as of Q2 2026.
CVB Financial was a new Plante Moran Financial Advisors position in Q2 2026.
CVB Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1179 holding.
144 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.