Raymond James Financial
CVBF icon

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
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
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

Raymond James Financial's CVBF Position: Q1 2026 in Review

Raymond James Financial reduced its CVB Financial (CVBF) stake by 4.6% in Q1 2026, selling an estimated $172K and leaving 183,456 shares worth $3.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

Raymond James Financial first reported a position in CVBF in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.48M in Q4 2024. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Raymond James Financial held 183,456 shares of CVB Financial worth $3.56M as of Q1 2026.
  • Raymond James Financial sold 8,758 CVB Financial shares in Q1 2026, an estimated $172K.
  • CVB Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2883 holding.
  • Raymond James Financial first reported a position in CVB Financial in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's CVB Financial position peaked at $9.48M in Q4 2024.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.