Principal Financial Group
CVBF icon

Principal Financial Group’s CVB Financial CVBF Stock Holding History

Principal Financial 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 		$12M Sell
619,329
-160,683
-21% -$3.16M 0.01% 1235
2025
Q4 		$14.5M Buy
780,012
+48,399
+7% +$926K 0.01% 1077
2025
Q3 		$13.8M Buy
731,613
+89,179
+14% +$1.78M 0.01% 1092
2025
Q2 		$12.7M Sell
642,434
-11,573
-2% -$215K 0.01% 1116
2025
Q1 		$12.1M Buy
654,007
+17,205
+3% +$343K 0.01% 1156
2024
Q4 		$13.6M Buy
636,802
+17,734
+3% +$375K 0.01% 1110
2024
Q3 		$11M Sell
619,068
-2,304,435
-79% -$41.1M 0.01% 1219
2024
Q2 		$50.4M Sell
2,923,503
-135,790
-4% -$2.26M 0.03% 461
2024
Q1 		$54.6M Buy
3,059,293
+144,587
+5% +$2.57M 0.03% 458
2023
Q4 		$58.8M Buy
2,914,706
+1,050,625
+56% +$18.6M 0.04% 386
2023
Q3 		$30.9M Sell
1,864,081
-46,810
-2% -$794K 0.02% 565
2023
Q2 		$25.4M Sell
1,910,891
-39,738
-2% -$548K 0.02% 703
2023
Q1 		$32.5M Buy
1,950,629
+497,153
+34% +$11.3M 0.02% 588
2022
Q4 		$37.4M Buy
1,453,476
+580,631
+67% +$15.8M 0.03% 504
2022
Q3 		$22.1M Sell
872,845
-120,739
-12% -$3.15M 0.02% 708
2022
Q2 		$24.6M Sell
993,584
-42,913
-4% -$1.03M 0.02% 693
2022
Q1 		$24.1M Sell
1,036,497
-15,962
-2% -$369K 0.02% 796
2021
Q4 		$22.5M Buy
1,052,459
+19,368
+2% +$397K 0.01% 865
2021
Q3 		$21M Sell
1,033,091
-9,007
-0.9% -$178K 0.01% 907
2021
Q2 		$21.5M Buy
1,042,098
+25,245
+2% +$551K 0.01% 923
2021
Q1 		$22.5M Buy
1,016,853
+24,400
+2% +$530K 0.02% 821
2020
Q4 		$19.4M Buy
992,453
+80,659
+9% +$1.53M 0.01% 795
2020
Q3 		$15.2M Sell
911,794
-65,078
-7% -$1.16M 0.01% 812
2020
Q2 		$18.3M Sell
976,872
-43,986
-4% -$840K 0.02% 705
2020
Q1 		$20.5M Sell
1,020,858
-30,722
-3% -$618K 0.02% 549
2019
Q4 		$22.7M Sell
1,051,580
-8,292
-0.8% -$176K 0.02% 706
2019
Q3 		$22.1M Buy
1,059,872
+240,139
+29% +$5.02M 0.02% 688
2019
Q2 		$17.2M Sell
819,733
-1,376
-0.2% -$29.3K 0.02% 873
2019
Q1 		$17.3M Sell
821,109
-10,589
-1% -$232K 0.02% 886
2018
Q4 		$16.8M Sell
831,698
-4,819
-0.6% -$104K 0.02% 815
2018
Q3 		$18.7M Buy
836,517
+27,022
+3% +$638K 0.02% 900
2018
Q2 		$18.1M Buy
809,495
+13,245
+2% +$305K 0.02% 882
2018
Q1 		$18M Buy
796,250
+18,837
+2% +$443K 0.02% 856
2017
Q4 		$18.3M Sell
777,413
-5,975
-0.8% -$142K 0.02% 883
2017
Q3 		$18.9M Sell
783,388
-14,691
-2% -$317K 0.02% 817
2017
Q2 		$17.9M Buy
798,079
+19,537
+3% +$418K 0.02% 838
2017
Q1 		$17.2M Buy
778,542
+27,105
+4% +$620K 0.02% 822
2016
Q4 		$17.2M Buy
751,437
+11,311
+2% +$224K 0.02% 798
2016
Q3 		$13M Buy
740,126
+21,070
+3% +$358K 0.02% 939
2016
Q2 		$11.8M Buy
719,056
+26,353
+4% +$447K 0.02% 940
2016
Q1 		$12.1M Buy
692,703
+27,088
+4% +$427K 0.02% 872
2015
Q4 		$11.3M Buy
665,615
+23,846
+4% +$418K 0.02% 880
2015
Q3 		$10.7M Buy
641,769
+36,443
+6% +$623K 0.02% 875
2015
Q2 		$10.7M Sell
605,326
-11,812
-2% -$194K 0.02% 949
2015
Q1 		$9.84M Buy
617,138
+18,419
+3% +$286K 0.01% 990
2014
Q4 		$9.59M Sell
598,719
-1,497
-0.2% -$22.8K 0.01% 979
2014
Q3 		$8.61M Buy
600,216
+5,497
+0.9% +$84.6K 0.01% 1003
2014
Q2 		$9.53M Sell
594,719
-1,030
-0.2% -$15.5K 0.02% 956
2014
Q1 		$9.47M Buy
595,749
+22,628
+4% +$357K 0.02% 949
2013
Q4 		$9.78M Buy
573,121
+39,215
+7% +$597K 0.02% 905
2013
Q3 		$7.22M Buy
533,906
+41,941
+9% +$550K 0.01% 1025
2013
Q2 		$5.79M Buy
+491,965
New +$5.49M 0.01% 1094

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

Principal Financial Group's CVBF Position: Q1 2026 in Review

Principal Financial Group reduced its CVB Financial (CVBF) stake by 21% in Q1 2026, selling an estimated $3.16M and leaving 619,329 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #1235.

Principal Financial Group first reported a position in CVBF in Q2 2013 and has held it in 52 quarters since. The position peaked at $58.8M in Q4 2023. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Principal Financial Group held 619,329 shares of CVB Financial worth $12M as of Q1 2026.
  • Principal Financial Group sold 160,683 CVB Financial shares in Q1 2026, an estimated $3.16M.
  • CVB Financial made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #1235 holding.
  • Principal Financial Group first reported a position in CVB Financial in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's CVB Financial position peaked at $58.8M in Q4 2023.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.