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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
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

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

Savant Capital's CVBF Position: Q2 2026 in Review

Savant Capital increased its CVB Financial (CVBF) stake by 98% in Q2 2026, buying an estimated $218K and bringing the position to 21,486 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Savant Capital first reported a position in CVBF in Q4 2024 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Savant Capital held 21,486 shares of CVB Financial worth $485K as of Q2 2026.
  • Savant Capital bought 10,609 CVB Financial shares in Q2 2026, an estimated $218K.
  • CVB Financial made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1237 holding.
  • Savant Capital first reported a position in CVB Financial in Q4 2024 and has held it in 4 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.