SFA
CVBF icon

Sequoia Financial Advisors’s CVB Financial CVBF Stock Holding History

Sequoia Financial Advisors’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 		$343K Sell
15,219
-684
-4% -$14.1K ﹤0.01% 1574
2026
Q1 		$308K Sell
15,903
-2,445
-13% -$48.1K ﹤0.01% 1557
2025
Q4 		$341K Buy
18,348
+2,958
+19% +$56.6K ﹤0.01% 1485
2025
Q3 		$291K Buy
15,390
+3
+0% +$60 ﹤0.01% 1413
2025
Q2 		$305K Sell
15,387
-9
-0.1% -$168 ﹤0.01% 1256
2025
Q1 		$284K Sell
15,396
-444
-3% -$8.85K ﹤0.01% 1086
2024
Q4 		$339K Sell
15,840
-166
-1% -$3.51K ﹤0.01% 973
2024
Q3 		$285K Sell
16,006
-511
-3% -$9.12K ﹤0.01% 988
2024
Q2 		$285K Sell
16,517
-310
-2% -$5.16K ﹤0.01% 913
2024
Q1 		$300K Sell
16,827
-678
-4% -$12K ﹤0.01% 863
2023
Q4 		$353K Buy
17,505
+231
+1% +$4.1K ﹤0.01% 859
2023
Q3 		$286K Buy
17,274
+3,517
+26% +$59.7K 0.01% 710
2023
Q2 		$183K Buy
+13,757
New +$190K ﹤0.01% 872

Other funds holding CVBF

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Sequoia Financial Advisors's CVBF Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its CVB Financial (CVBF) stake by 4.3% in Q2 2026, selling an estimated $14.1K and leaving 15,219 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Sequoia Financial Advisors first reported a position in CVBF in Q2 2023 and has held it in 13 quarters since. The position peaked at $353K in Q4 2023. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Sequoia Financial Advisors held 15,219 shares of CVB Financial worth $343K as of Q2 2026.
  • Sequoia Financial Advisors sold 684 CVB Financial shares in Q2 2026, an estimated $14.1K.
  • CVB Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1574 holding.
  • Sequoia Financial Advisors first reported a position in CVB Financial in Q2 2023 and has held it in 13 quarters since.
  • Sequoia Financial Advisors's CVB Financial position peaked at $353K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.