SC
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
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 $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

Savant Capital's CVBF Position: Q1 2026 in Review

Savant Capital reduced its CVB Financial (CVBF) stake by 4.1% in Q1 2026, selling an estimated $9.14K and leaving 10,877 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Savant Capital first reported a position in CVBF in Q4 2024 and has held it in 3 quarters since. The position peaked at $221K in Q4 2024. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Savant Capital held 10,877 shares of CVB Financial worth $211K as of Q1 2026.
  • Savant Capital sold 465 CVB Financial shares in Q1 2026, an estimated $9.14K.
  • CVB Financial made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1377 holding.
  • Savant Capital first reported a position in CVB Financial in Q4 2024 and has held it in 3 quarters since.
  • Savant Capital's CVB Financial position peaked at $221K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.