Ray Dalio
CVBF icon

Ray Dalio’s CVB Financial CVBF Stock Holding History

Ray Dalio’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 		$308K Sell
13,679
-97,177
-88% -$2M ﹤0.01% 970
2026
Q1 		$2.15M Buy
+110,856
New +$2.18M 0.01% 640

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
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
HoldCo Asset Management
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Ray Dalio's CVBF Position: Q2 2026 in Review

Ray Dalio reduced its CVB Financial (CVBF) stake by 88% in Q2 2026, selling an estimated $2M and leaving 13,679 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Ray Dalio first reported a position in CVBF in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.15M in Q1 2026. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Ray Dalio held 13,679 shares of CVB Financial worth $308K as of Q2 2026.
  • Ray Dalio sold 97,177 CVB Financial shares in Q2 2026, an estimated $2M.
  • CVB Financial made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #970 holding.
  • Ray Dalio first reported a position in CVB Financial in Q1 2026 and has held it in 2 quarters since.
  • Ray Dalio's CVB Financial position peaked at $2.15M in Q1 2026.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.