Robertson Stephens Wealth Management’s CVB Financial CVBF Stock Holding History

Robertson Stephens 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	$1.42M	Buy	+62,964	New	+$1.29M	0.04%	260

Other funds holding CVBF

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Robertson Stephens Wealth Management's CVBF Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in CVB Financial (CVBF) in Q2 2026: 62,964 shares worth $1.42M. The stake represents 0.04% of the portfolio and ranks #260 among its holdings.

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

Robertson Stephens Wealth Management held 62,964 shares of CVB Financial worth $1.42M as of Q2 2026.
CVB Financial was a new Robertson Stephens Wealth Management position in Q2 2026.
CVB Financial made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #260 holding.
77 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.