Retirement Wealth Solutions
CVBF icon

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
Q3 		$951 Hold
44
– – ﹤0.01% 749
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Retirement Wealth Solutions's CVBF Position: Q3 2026 in Review

Retirement Wealth Solutions held its CVB Financial (CVBF) position steady in Q3 2026 at 44 shares worth $951. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Retirement Wealth Solutions first reported a position in CVBF in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.03K in Q1 2026. 168 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • Retirement Wealth Solutions held 44 shares of CVB Financial worth $951 as of Q3 2026.
  • Retirement Wealth Solutions left its CVB Financial share count unchanged in Q3 2026.
  • CVB Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #749 holding.
  • Retirement Wealth Solutions first reported a position in CVB Financial in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's CVB Financial position peaked at $1.03K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.