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CVBF icon

SBI Securities’s CVB Financial CVBF Stock Holding History

SBI Securities’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 		$2.15K Sell
111
-53
-32% -$1.04K ﹤0.01% 2399
2025
Q4 		$3.05K Buy
164
+50
+44% +$956 ﹤0.01% 2232
2025
Q3 		$2.16K Buy
114
+2
+2% +$40 ﹤0.01% 2393
2025
Q2 		$2.22K Hold
112
– – ﹤0.01% 2339
2025
Q1 		$2.07K Buy
112
+2
+2% +$40 ﹤0.01% 2282
2024
Q4 		$2.35K Buy
+110
New +$2.33K ﹤0.01% 2241

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

SBI Securities's CVBF Position: Q1 2026 in Review

SBI Securities reduced its CVB Financial (CVBF) stake by 32% in Q1 2026, selling an estimated $1.04K and leaving 111 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

SBI Securities first reported a position in CVBF in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.05K in Q4 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • SBI Securities held 111 shares of CVB Financial worth $2.15K as of Q1 2026.
  • SBI Securities sold 53 CVB Financial shares in Q1 2026, an estimated $1.04K.
  • CVB Financial made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #2399 holding.
  • SBI Securities first reported a position in CVB Financial in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's CVB Financial position peaked at $3.05K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.