SJS Investment Consulting’s CVB Financial CVBF Stock Holding History

SJS Investment Consulting’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	$505	Buy	26 +10	+63%	+$197	﹤0.01%	1733
2025 Q4	$298	Hold	16	–	–	﹤0.01%	1685
2025 Q3	$303	Hold	16	–	–	﹤0.01%	1370
2025 Q2	$317	Sell	16 -18	-53%	-$335	﹤0.01%	1249
2025 Q1	$628	Buy	34 +5	+17%	+$100	﹤0.01%	1164
2024 Q4	$621	Buy	29 +1	+4%	+$21	﹤0.01%	1171
2024 Q3	$499	Hold	28	–	–	﹤0.01%	1327
2024 Q2	$483	Hold	28	–	–	﹤0.01%	1307
2024 Q1	$500	Sell	28 -8	-22%	-$142	﹤0.01%	1288
2023 Q4	$727	Buy	36 +5	+16%	+$89	﹤0.01%	1084
2023 Q3	$514	Buy	31 +12	+63%	+$204	﹤0.01%	1206
2023 Q2	$253	Sell	19 -2	-10%	-$28	﹤0.01%	1354
2023 Q1	$351	Sell	21 -22	-51%	-$501	﹤0.01%	1249
2022 Q4	$1.11K	Buy	43 +19	+79%	+$518	﹤0.01%	894
2022 Q3	$1K	Buy	+24	New	+$625	﹤0.01%	671
2022 Q1	$0	Buy	+5	New	+$116	﹤0.01%	830

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

SJS Investment Consulting's CVBF Position: Q1 2026 in Review

SJS Investment Consulting increased its CVB Financial (CVBF) stake by 63% in Q1 2026, buying an estimated $197 and bringing the position to 26 shares worth $505. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

SJS Investment Consulting first reported a position in CVBF in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.11K in Q4 2022. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

SJS Investment Consulting held 26 shares of CVB Financial worth $505 as of Q1 2026.
SJS Investment Consulting bought 10 CVB Financial shares in Q1 2026, an estimated $197.
CVB Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #1733 holding.
SJS Investment Consulting first reported a position in CVB Financial in Q1 2022 and has held it in 16 quarters since.
SJS Investment Consulting's CVB Financial position peaked at $1.11K in Q4 2022.
284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.