RWM
CVBF icon

Rialto Wealth Management’s CVB Financial CVBF Stock Holding History

Rialto Wealth Management’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 		$880 Buy
39
+24
+160% +$493 ﹤0.01% 1430
2026
Q1 		$291 Buy
15
+3
+25% +$59 ﹤0.01% 1543
2025
Q4 		$224 Sell
12
-3
-20% -$57 ﹤0.01% 1504
2025
Q3 		$284 Buy
15
+5
+50% +$100 ﹤0.01% 1413
2025
Q2 		$198 Buy
+10
New +$186 ﹤0.01% 1386

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

Rialto Wealth Management's CVBF Position: Q2 2026 in Review

Rialto Wealth Management increased its CVB Financial (CVBF) stake by 160% in Q2 2026, buying an estimated $493 and bringing the position to 39 shares worth $880. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Rialto Wealth Management first reported a position in CVBF in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Rialto Wealth Management held 39 shares of CVB Financial worth $880 as of Q2 2026.
  • Rialto Wealth Management bought 24 CVB Financial shares in Q2 2026, an estimated $493.
  • CVB Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1430 holding.
  • Rialto Wealth Management first reported a position in CVB Financial in Q2 2025 and has held it in 5 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.