Rosenthal Henry Capital Advisors’s CVB Financial CVBF Stock Holding History

Rosenthal Henry Capital Advisors’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	$2.79M	Buy	+123,534	New	+$2.54M	2.44%	12

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Rosenthal Henry Capital Advisors's CVBF Position: Q2 2026 in Review

Rosenthal Henry Capital Advisors opened a new position in CVB Financial (CVBF) in Q2 2026: 123,534 shares worth $2.79M. The stake represents 2.44% of the portfolio and ranks #12 among its holdings.

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

Rosenthal Henry Capital Advisors held 123,534 shares of CVB Financial worth $2.79M as of Q2 2026.
CVB Financial was a new Rosenthal Henry Capital Advisors position in Q2 2026.
CVB Financial made up 2.44% of Rosenthal Henry Capital Advisors's portfolio in Q2 2026, its #12 holding.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.