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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
Q2 		$22.4K Hold
971
– – ﹤0.01% 1059
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
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

Salomon & Ludwin's CVBF Position: Q2 2026 in Review

Salomon & Ludwin held its CVB Financial (CVBF) position steady in Q2 2026 at 971 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Salomon & Ludwin first reported a position in CVBF in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.9K in Q3 2025. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Salomon & Ludwin held 971 shares of CVB Financial worth $22.4K as of Q2 2026.
  • Salomon & Ludwin left its CVB Financial share count unchanged in Q2 2026.
  • CVB Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1059 holding.
  • Salomon & Ludwin first reported a position in CVB Financial in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's CVB Financial position peaked at $24.9K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.