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Retirement Wealth Solutions’s CVB Financial CVBF Stock Holding History

Retirement Wealth Solutions’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 		$993 Sell
44
-9
-17% -$185 ﹤0.01% 650
2026
Q1 		$1.03K Buy
53
+21
+66% +$413 ﹤0.01% 632
2025
Q4 		$596 Buy
32
+14
+78% +$268 ﹤0.01% 652
2025
Q3 		$341 Buy
+18
New +$358 ﹤0.01% 733

Other funds holding CVBF

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Retirement Wealth Solutions's CVBF Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its CVB Financial (CVBF) stake by 17% in Q2 2026, selling an estimated $185 and leaving 44 shares worth $993. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Retirement Wealth Solutions first reported a position in CVBF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03K in Q1 2026. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Retirement Wealth Solutions held 44 shares of CVB Financial worth $993 as of Q2 2026.
  • Retirement Wealth Solutions sold 9 CVB Financial shares in Q2 2026, an estimated $185.
  • CVB Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #650 holding.
  • Retirement Wealth Solutions first reported a position in CVB Financial in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's CVB Financial position peaked at $1.03K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.