RIL
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Rothschild Investment LLC’s CVB Financial CVBF Stock Holding History

Rothschild Investment LLC’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 		$18.5K Buy
819
+394
+93% +$8.09K ﹤0.01% 1576
2026
Q1 		$8.24K Sell
425
-20
-4% -$393 ﹤0.01% 1791
2025
Q4 		$8.28K Buy
445
+105
+31% +$2.01K ﹤0.01% 1645
2025
Q3 		$6.43K Hold
340
– – ﹤0.01% 1611
2025
Q2 		$6.73K Buy
340
+65
+24% +$1.21K ﹤0.01% 1370
2025
Q1 		$5.08K Buy
275
+60
+28% +$1.2K ﹤0.01% 1427
2024
Q4 		$4.6K Buy
215
+40
+23% +$846 ﹤0.01% 1373
2024
Q3 		$3.12K Buy
175
+85
+94% +$1.52K ﹤0.01% 1487
2024
Q2 		$1.55K Buy
90
+80
+800% +$1.33K ﹤0.01% 1478
2024
Q1 		$178 Buy
+10
New +$177 ﹤0.01% 1802

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's CVBF Position: Q2 2026 in Review

Rothschild Investment LLC increased its CVB Financial (CVBF) stake by 93% in Q2 2026, buying an estimated $8.09K and bringing the position to 819 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Rothschild Investment LLC first reported a position in CVBF in Q1 2024 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Rothschild Investment LLC held 819 shares of CVB Financial worth $18.5K as of Q2 2026.
  • Rothschild Investment LLC bought 394 CVB Financial shares in Q2 2026, an estimated $8.09K.
  • CVB Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1576 holding.
  • Rothschild Investment LLC first reported a position in CVB Financial in Q1 2024 and has held it in 10 quarters since.
  • 137 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.