Root Financial Partners
CVBF icon

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
Q3 		$24.1K Buy
+1,113
New +$25.1K ﹤0.01% 1459
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Root Financial Partners's CVBF Position: Q3 2026 in Review

Root Financial Partners opened a new position in CVB Financial (CVBF) in Q3 2026: 1,113 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CVBF as recently as Q1 2026.

Root Financial Partners first reported a position in CVBF in Q3 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • Root Financial Partners held 1,113 shares of CVB Financial worth $24.1K as of Q3 2026.
  • CVB Financial was a new Root Financial Partners position in Q3 2026.
  • CVB Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1459 holding.
  • Root Financial Partners first reported a position in CVB Financial in Q3 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.