Private Wealth Management Group’s CVB Financial CVBF Stock Holding History

Private 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 Q2	$1.29K	Hold	57	–	–	﹤0.01%	1253
2026 Q1	$1.11K	Hold	57	–	–	﹤0.01%	1233
2025 Q4	$1.06K	Hold	57	–	–	﹤0.01%	1253
2025 Q3	$1.08K	Hold	57	–	–	﹤0.01%	1265
2025 Q2	$1.13K	Hold	57	–	–	﹤0.01%	1244
2025 Q1	$1.05K	Hold	57	–	–	﹤0.01%	1251
2024 Q4	$1.22K	Hold	57	–	–	﹤0.01%	1242
2024 Q3	$1.02K	Hold	57	–	–	﹤0.01%	1280
2024 Q2	$983	Hold	57	–	–	﹤0.01%	1293
2024 Q1	$1.02K	Hold	57	–	–	﹤0.01%	1261
2023 Q4	$1.15K	Buy	+57	New	+$1.01K	﹤0.01%	1211

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Private Wealth Management Group held its CVB Financial (CVBF) position steady in Q2 2026 at 57 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Private Wealth Management Group first reported a position in CVBF in Q4 2023 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Private Wealth Management Group held 57 shares of CVB Financial worth $1.29K as of Q2 2026.
Private Wealth Management Group left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1253 holding.
Private Wealth Management Group first reported a position in CVB Financial in Q4 2023 and has held it in 11 quarters since.
324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.