PWMG
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Prestige Wealth Management Group’s CVB Financial CVBF Stock Holding History

Prestige Wealth Management Group’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 		– Sell
-104
Closed -$1.96K – 1132
2025
Q4 		$1.96K Hold
104
– – ﹤0.01% 770
2025
Q3 		$1.97K Hold
104
– – ﹤0.01% 748
2025
Q2 		$2.06K Hold
104
– – ﹤0.01% 727
2025
Q1 		$1.92K Hold
104
– – ﹤0.01% 748
2024
Q4 		$2.25K Hold
104
– – ﹤0.01% 757
2024
Q3 		$1.88K Buy
+104
New +$1.85K ﹤0.01% 783

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

Prestige Wealth Management Group's CVBF Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 104 shares — an estimated $1.96K sold.

Prestige Wealth Management Group first reported a position in CVBF in Q3 2024 and held it in 6 quarters. The position peaked at $2.25K in Q4 2024. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 104 CVB Financial shares in Q1 2026, an estimated $1.96K.
  • Prestige Wealth Management Group first reported a position in CVB Financial in Q3 2024 and held it in 6 quarters.
  • Prestige Wealth Management Group's CVB Financial position peaked at $2.25K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.