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Private Management Group’s CVB Financial CVBF Stock Holding History

Private 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
Q2 		$242K Hold
10,727
– – 0.01% 293
2026
Q1 		$208K Hold
10,727
– – 0.01% 295
2025
Q4 		$200K Hold
10,727
– – 0.01% 300
2025
Q3 		$203K Hold
10,727
– – 0.01% 282
2025
Q2 		$212K Buy
+10,727
New +$200K 0.01% 263

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
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

Private Management Group's CVBF Position: Q2 2026 in Review

Private Management Group held its CVB Financial (CVBF) position steady in Q2 2026 at 10,727 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #293.

Private Management Group first reported a position in CVBF in Q2 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Private Management Group held 10,727 shares of CVB Financial worth $242K as of Q2 2026.
  • Private Management Group left its CVB Financial share count unchanged in Q2 2026.
  • CVB Financial made up 0.01% of Private Management Group's portfolio in Q2 2026, its #293 holding.
  • Private Management Group first reported a position in CVB Financial in Q2 2025 and has held it in 5 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.