Rafferty Asset Management
CVBF icon

Rafferty Asset Management’s CVB Financial CVBF Stock Holding History

Rafferty Asset 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
Q1 		$2.72M Buy
140,040
+29,783
+27% +$586K 0.01% 546
2025
Q4 		$2.05M Sell
110,257
-29,504
-21% -$564K 0.01% 643
2025
Q3 		$2.64M Buy
139,761
+26,415
+23% +$526K 0.01% 579
2025
Q2 		$2.24M Sell
113,346
-21,371
-16% -$398K 0.01% 577
2025
Q1 		$2.49M Sell
134,717
-4,439
-3% -$88.5K 0.01% 519
2024
Q4 		$2.98M Sell
139,156
-37,828
-21% -$800K 0.01% 527
2024
Q3 		$3.15M Sell
176,984
-63,612
-26% -$1.13M 0.01% 524
2024
Q2 		$4.15M Buy
240,596
+18,364
+8% +$306K 0.02% 455
2024
Q1 		$3.96M Buy
222,232
+7,382
+3% +$131K 0.01% 518
2023
Q4 		$4.34M Buy
214,850
+46,692
+28% +$828K 0.02% 478
2023
Q3 		$2.79M Sell
168,158
-123,244
-42% -$2.09M 0.02% 518
2023
Q2 		$3.87M Buy
291,402
+204,490
+235% +$2.82M 0.02% 472
2023
Q1 		$1.45M Buy
86,912
+52,372
+152% +$1.19M 0.01% 699
2022
Q4 		$889K Sell
34,540
-15,279
-31% -$416K 0.01% 782
2022
Q3 		$1.26M Sell
49,819
-8,388
-14% -$219K 0.01% 611
2022
Q2 		$1.44M Sell
58,207
-37,810
-39% -$904K 0.01% 547
2022
Q1 		$2.23M Buy
96,017
+37,269
+63% +$862K 0.01% 570
2021
Q4 		$1.26M Buy
58,748
+2,208
+4% +$45.3K 0.01% 791
2021
Q3 		$1.15M Sell
56,540
-27,945
-33% -$552K 0.01% 779
2021
Q2 		$1.74M Buy
84,485
+22,246
+36% +$486K 0.01% 727
2021
Q1 		$1.38M Buy
62,239
+45,218
+266% +$983K 0.01% 700
2020
Q4 		$332K Sell
17,021
-13,127
-44% -$248K ﹤0.01% 785
2020
Q3 		$501K Sell
30,148
-1,703
-5% -$30.4K 0.01% 698
2020
Q2 		$597K Buy
+31,851
New +$608K 0.01% 671
2018
Q3 		– Sell
-137,485
Closed -$3.08M – 699
2018
Q2 		$3.08M Buy
+137,485
New +$3.16M 0.05% 197
2016
Q3 		– Sell
-35,169
Closed -$576K – 490
2016
Q2 		$576K Buy
+35,169
New +$596K 0.04% 352

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

Rafferty Asset Management's CVBF Position: Q1 2026 in Review

Rafferty Asset Management increased its CVB Financial (CVBF) stake by 27% in Q1 2026, buying an estimated $586K and bringing the position to 140,040 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #546.

Rafferty Asset Management first reported a position in CVBF in Q2 2016 and has held it in 26 quarters since. The position peaked at $4.34M in Q4 2023. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Rafferty Asset Management held 140,040 shares of CVB Financial worth $2.72M as of Q1 2026.
  • Rafferty Asset Management bought 29,783 CVB Financial shares in Q1 2026, an estimated $586K.
  • CVB Financial made up 0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #546 holding.
  • Rafferty Asset Management first reported a position in CVB Financial in Q2 2016 and has held it in 26 quarters since.
  • Rafferty Asset Management's CVB Financial position peaked at $4.34M in Q4 2023.
  • 285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.