SIC
CVBF icon

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
Q2 		$17.5K Buy
778
+752
+2,892% +$15.4K ﹤0.01% 842
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SJS Investment Consulting's CVBF Position: Q2 2026 in Review

SJS Investment Consulting increased its CVB Financial (CVBF) stake by 2,892% in Q2 2026, buying an estimated $15.4K and bringing the position to 778 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

SJS Investment Consulting first reported a position in CVBF in Q1 2022 and has held it in 17 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • SJS Investment Consulting held 778 shares of CVB Financial worth $17.5K as of Q2 2026.
  • SJS Investment Consulting bought 752 CVB Financial shares in Q2 2026, an estimated $15.4K.
  • CVB Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #842 holding.
  • SJS Investment Consulting first reported a position in CVB Financial in Q1 2022 and has held it in 17 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.