Rockefeller Capital Management
CVBF icon

Rockefeller Capital Management’s CVB Financial CVBF Stock Holding History

Rockefeller Capital 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 		$287K Buy
12,736
+9,929
+354% +$204K ﹤0.01% 2404
2026
Q1 		$54.4K Buy
2,807
+1,983
+241% +$39K ﹤0.01% 3233
2025
Q4 		$15.3K Sell
824
-29
-3% -$555 ﹤0.01% 3628
2025
Q3 		$16.1K Buy
+853
New +$17K ﹤0.01% 3442
2023
Q1 		– Sell
-924
Closed -$23K – 2392
2022
Q4 		$23K Sell
924
-62
-6% -$1.69K ﹤0.01% 2747
2022
Q3 		$24K Buy
986
+180
+22% +$4.69K ﹤0.01% 2689
2022
Q2 		$19K Buy
806
+490
+155% +$11.7K ﹤0.01% 2770
2022
Q1 		$7K Buy
316
+95
+43% +$2.2K ﹤0.01% 3207
2021
Q4 		$4K Buy
221
+2
+0.9% +$41 ﹤0.01% 3336
2021
Q3 		$4K Buy
219
+2
+0.9% +$39 ﹤0.01% 3222
2021
Q2 		$4K Sell
217
-1,419
-87% -$31K ﹤0.01% 3075
2021
Q1 		$36K Buy
1,636
+216
+15% +$4.7K ﹤0.01% 2025
2020
Q4 		$27K Hold
1,420
– – ﹤0.01% 1883
2020
Q3 		$23K Sell
1,420
-40
-3% -$714 ﹤0.01% 1742
2020
Q2 		$27K Buy
1,460
+40
+3% +$763 ﹤0.01% 1570
2020
Q1 		$28K Buy
+1,420
New +$28.6K ﹤0.01% 1404
2019
Q4 		– Sell
-242
Closed -$5K – 2076
2019
Q3 		$5K Hold
242
– – ﹤0.01% 1607
2019
Q2 		$5K Buy
+242
New +$5.16K ﹤0.01% 1418

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rockefeller Capital Management's CVBF Position: Q2 2026 in Review

Rockefeller Capital Management increased its CVB Financial (CVBF) stake by 354% in Q2 2026, buying an estimated $204K and bringing the position to 12,736 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Rockefeller Capital Management first reported a position in CVBF in Q2 2019 and has held it in 18 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Rockefeller Capital Management held 12,736 shares of CVB Financial worth $287K as of Q2 2026.
  • Rockefeller Capital Management bought 9,929 CVB Financial shares in Q2 2026, an estimated $204K.
  • CVB Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2404 holding.
  • Rockefeller Capital Management first reported a position in CVB Financial in Q2 2019 and has held it in 18 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.