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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
Q2 		$3.04K Buy
135
+24
+22% +$493 ﹤0.01% 2397
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SBI Securities's CVBF Position: Q2 2026 in Review

SBI Securities increased its CVB Financial (CVBF) stake by 22% in Q2 2026, buying an estimated $493 and bringing the position to 135 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

SBI Securities first reported a position in CVBF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.05K in Q4 2025. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • SBI Securities held 135 shares of CVB Financial worth $3.04K as of Q2 2026.
  • SBI Securities bought 24 CVB Financial shares in Q2 2026, an estimated $493.
  • CVB Financial made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2397 holding.
  • SBI Securities first reported a position in CVB Financial in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's CVB Financial position peaked at $3.05K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.