SAG
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SageView Advisory Group’s CVB Financial CVBF Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,257
Closed -$23.4K – 1015
2025
Q4 		$23.4K Buy
+1,257
New +$24K ﹤0.01% 1388

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
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

SageView Advisory Group's CVBF Position: Q1 2026 in Review

SageView Advisory Group sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 1,257 shares — an estimated $23.4K sold.

SageView Advisory Group first reported a position in CVBF in Q4 2025 and held it in 1 quarter. The position peaked at $23.4K in Q4 2025. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • SageView Advisory Group reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,257 CVB Financial shares in Q1 2026, an estimated $23.4K.
  • SageView Advisory Group first reported a position in CVB Financial in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's CVB Financial position peaked at $23.4K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.