Salomon & Ludwin
CVBF icon

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
Q3 		$21K Hold
971
– – ﹤0.01% 920
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Salomon & Ludwin's CVBF Position: Q3 2026 in Review

Salomon & Ludwin held its CVB Financial (CVBF) position steady in Q3 2026 at 971 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Salomon & Ludwin first reported a position in CVBF in Q3 2025 and has held it in 5 quarters since. The position peaked at $24.9K in Q3 2025. 196 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • Salomon & Ludwin held 971 shares of CVB Financial worth $21K as of Q3 2026.
  • Salomon & Ludwin left its CVB Financial share count unchanged in Q3 2026.
  • CVB Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #920 holding.
  • Salomon & Ludwin first reported a position in CVB Financial in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's CVB Financial position peaked at $24.9K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.