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Root Financial Partners’s CVB Financial CVBF Stock Holding History

Root Financial 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 		– Sell
-879
Closed -$17K – 1050
2026
Q1 		$17K Buy
879
+395
+82% +$7.77K ﹤0.01% 1414
2025
Q4 		$9K Buy
484
+81
+20% +$1.55K ﹤0.01% 1543
2025
Q3 		$7.62K Buy
+403
New +$8.02K ﹤0.01% 1557

Other funds holding CVBF

BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Mirae Asset Global Investments
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
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
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

Root Financial Partners's CVBF Position: Q2 2026 in Review

Root Financial Partners sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 879 shares — an estimated $17K sold.

Root Financial Partners first reported a position in CVBF in Q3 2025 and held it in 3 quarters. The position peaked at $17K in Q1 2026. 77 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Root Financial Partners reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 879 CVB Financial shares in Q2 2026, an estimated $17K.
  • Root Financial Partners first reported a position in CVB Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CVB Financial position peaked at $17K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.