SignatureFD’s CVB Financial CVBF Stock Holding History

SignatureFD’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 Q3	$78K	Hold	3,608	–	–	﹤0.01%	1697
2026 Q2	$81.4K	Buy	3,608 +3,113	+629%	+$63.9K	﹤0.01%	1569
2026 Q1	$9.6K	Sell	495 -262	-35%	-$5.15K	﹤0.01%	2535
2025 Q4	$14.1K	Sell	757 -4	-0.5%	-$76	﹤0.01%	2268
2025 Q3	$14.4K	Buy	+761	New	+$15.2K	﹤0.01%	2256
2024 Q2	–	Sell	-105	Closed	-$1.87K	–	3149
2024 Q1	$1.87K	Buy	+105	New	+$1.86K	﹤0.01%	2812
2023 Q2	–	Sell	-31	Closed	-$517	–	3260
2023 Q1	$517	Hold	31	–	–	﹤0.01%	3093
2022 Q4	$798	Hold	31	–	–	﹤0.01%	3019
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	2937
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	2895
2022 Q1	$1K	Hold	31	–	–	﹤0.01%	2965
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	2893
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	2801
2021 Q2	$1K	Hold	31	–	–	﹤0.01%	2704
2021 Q1	$1K	Hold	31	–	–	﹤0.01%	2607
2020 Q4	$1K	Hold	31	–	–	﹤0.01%	2403
2020 Q3	$1K	Sell	31 -79	-72%	-$1.41K	﹤0.01%	2395
2020 Q2	$2K	Buy	110 +48	+77%	+$916	﹤0.01%	2104
2020 Q1	$1K	Sell	62 -126	-67%	-$2.54K	﹤0.01%	2088
2019 Q4	$4K	Buy	+188	New	+$3.98K	﹤0.01%	1680

Other funds holding CVBF

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SignatureFD's CVBF Position: Q3 2026 in Review

SignatureFD held its CVB Financial (CVBF) position steady in Q3 2026 at 3,608 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

SignatureFD first reported a position in CVBF in Q4 2019 and has held it in 20 quarters since. The position peaked at $81.4K in Q2 2026. 57 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

SignatureFD held 3,608 shares of CVB Financial worth $78K as of Q3 2026.
SignatureFD left its CVB Financial share count unchanged in Q3 2026.
CVB Financial made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1697 holding.
SignatureFD first reported a position in CVB Financial in Q4 2019 and has held it in 20 quarters since.
SignatureFD's CVB Financial position peaked at $81.4K in Q2 2026.
57 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.