Raymond James Financial’s CVB Financial CVBF Stock Holding History

Raymond James Financial’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	$5.63M	Buy	249,872 +66,416	+36%	+$1.36M	﹤0.01%	2639
2026 Q1	$3.56M	Sell	183,456 -8,758	-5%	-$172K	﹤0.01%	2883
2025 Q4	$3.58M	Sell	192,214 -13,537	-7%	-$259K	﹤0.01%	2788
2025 Q3	$3.89M	Sell	205,751 -25,393	-11%	-$506K	﹤0.01%	2642
2025 Q2	$4.57M	Sell	231,144 -195,272	-46%	-$3.64M	﹤0.01%	2439
2025 Q1	$7.87M	Sell	426,416 -16,461	-4%	-$328K	﹤0.01%	1998
2024 Q4	$9.48M	Buy	+442,877	New	+$9.37M	﹤0.01%	1894

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Raymond James Financial's CVBF Position: Q2 2026 in Review

Raymond James Financial increased its CVB Financial (CVBF) stake by 36% in Q2 2026, buying an estimated $1.36M and bringing the position to 249,872 shares worth $5.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Raymond James Financial first reported a position in CVBF in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.48M in Q4 2024. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Raymond James Financial held 249,872 shares of CVB Financial worth $5.63M as of Q2 2026.
Raymond James Financial bought 66,416 CVB Financial shares in Q2 2026, an estimated $1.36M.
CVB Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2639 holding.
Raymond James Financial first reported a position in CVB Financial in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's CVB Financial position peaked at $9.48M in Q4 2024.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.