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Salomon & Ludwin’s CVB Financial CVBF Stock Holding History

Salomon & Ludwin’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 		$19.1K Sell
971
-1
-0.1% -$20 ﹤0.01% 1124
2025
Q4 		$18.6K Sell
972
-342
-26% -$6.54K ﹤0.01% 960
2025
Q3 		$24.9K Buy
+1,314
New +$26.2K ﹤0.01% 673

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Salomon & Ludwin's CVBF Position: Q1 2026 in Review

Salomon & Ludwin reduced its CVB Financial (CVBF) stake by 0.1% in Q1 2026, selling an estimated $20 and leaving 971 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Salomon & Ludwin first reported a position in CVBF in Q3 2025 and has held it in 3 quarters since. The position peaked at $24.9K in Q3 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Salomon & Ludwin held 971 shares of CVB Financial worth $19.1K as of Q1 2026.
  • Salomon & Ludwin sold 1 CVB Financial share in Q1 2026, an estimated $20.
  • CVB Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1124 holding.
  • Salomon & Ludwin first reported a position in CVB Financial in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's CVB Financial position peaked at $24.9K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.