Raffa Wealth Management’s CVB Financial CVBF Stock Holding History

Raffa Wealth Management’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	$45	Hold	2	–	–	﹤0.01%	1516
2026 Q1	$39	Buy	+2	New	+$39	﹤0.01%	1427
2017 Q1	–	Sell	-48	Closed	-$1.1K	–	489
2016 Q4	$1.1K	Hold	48	–	–	﹤0.01%	414
2016 Q3	$845	Hold	48	–	–	﹤0.01%	474
2016 Q2	$787	Hold	48	–	–	﹤0.01%	472
2016 Q1	$838	Hold	48	–	–	﹤0.01%	454
2015 Q4	$812	Hold	48	–	–	﹤0.01%	464
2015 Q3	$802	Hold	48	–	–	﹤0.01%	451
2015 Q2	$845	Hold	48	–	–	﹤0.01%	440
2015 Q1	$765	Hold	48	–	–	﹤0.01%	485
2014 Q4	$769	Hold	48	–	–	﹤0.01%	449
2014 Q3	$689	Buy	+48	New	+$739	﹤0.01%	454
2014 Q1	–	Sell	-48	Closed	-$769	–	388
2013 Q4	$769	Buy	+48	New	+$730	﹤0.01%	449

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Raffa Wealth Management held its CVB Financial (CVBF) position steady in Q2 2026 at 2 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Raffa Wealth Management first reported a position in CVBF in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.1K in Q4 2016. 301 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Raffa Wealth Management held 2 shares of CVB Financial worth $45 as of Q2 2026.
Raffa Wealth Management left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1516 holding.
Raffa Wealth Management first reported a position in CVB Financial in Q4 2013 and has held it in 13 quarters since.
Raffa Wealth Management's CVB Financial position peaked at $1.1K in Q4 2016.
301 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

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