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Revolve Wealth Partners’s CVB Financial CVBF Stock Holding History

Revolve Wealth Partners’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 		$303K Buy
+13,424
New +$276K 0.03% 269

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PA
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

Revolve Wealth Partners's CVBF Position: Q2 2026 in Review

Revolve Wealth Partners opened a new position in CVB Financial (CVBF) in Q2 2026: 13,424 shares worth $303K. The stake represents 0.03% of the portfolio and ranks #269 among its holdings.

323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Revolve Wealth Partners held 13,424 shares of CVB Financial worth $303K as of Q2 2026.
  • CVB Financial was a new Revolve Wealth Partners position in Q2 2026.
  • CVB Financial made up 0.03% of Revolve Wealth Partners's portfolio in Q2 2026, its #269 holding.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.