Savant Capital
CVBF icon

Savant Capital’s CVB Financial CVBF Stock Holding History

Savant Capital’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 		$647K Buy
29,948
+8,462
+39% +$191K ﹤0.01% 1418
2026
Q2 		$485K Buy
21,486
+10,609
+98% +$218K ﹤0.01% 1237
2026
Q1 		$211K Sell
10,877
-465
-4% -$9.14K ﹤0.01% 1377
2025
Q4 		$211K Buy
+11,342
New +$217K ﹤0.01% 1265
2025
Q1 		– Sell
-10,304
Closed -$221K – 1167
2024
Q4 		$221K Buy
+10,304
New +$218K ﹤0.01% 1277

Other funds holding CVBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Savant Capital's CVBF Position: Q3 2026 in Review

Savant Capital increased its CVB Financial (CVBF) stake by 39% in Q3 2026, buying an estimated $191K and bringing the position to 29,948 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Savant Capital first reported a position in CVBF in Q4 2024 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • Savant Capital held 29,948 shares of CVB Financial worth $647K as of Q3 2026.
  • Savant Capital bought 8,462 CVB Financial shares in Q3 2026, an estimated $191K.
  • CVB Financial made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1418 holding.
  • Savant Capital first reported a position in CVB Financial in Q4 2024 and has held it in 5 quarters since.
  • 177 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.