Smartleaf Asset Management’s CVB Financial CVBF Stock Holding History

Smartleaf Asset Management’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	$46.4K	Hold	2,073	–	–	﹤0.01%	1559
2026 Q1	$39.6K	Sell	2,073 -2,064	-50%	-$40.6K	﹤0.01%	1584
2025 Q4	$77.8K	Buy	4,137 +98	+2%	+$1.87K	﹤0.01%	1334
2025 Q3	$77K	Buy	4,039 +854	+27%	+$17K	﹤0.01%	1208
2025 Q2	$62.7K	Sell	3,185 -1,120	-26%	-$20.9K	0.01%	1064
2025 Q1	$79.5K	Sell	4,305 -84	-2%	-$1.67K	0.01%	938
2024 Q4	$95.3K	Buy	4,389 +2,597	+145%	+$54.9K	0.01%	859
2024 Q3	$31.8K	Buy	1,792 +584	+48%	+$10.4K	﹤0.01%	1088
2024 Q2	$20.5K	Buy	+1,208	New	+$20.1K	﹤0.01%	1027

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Smartleaf Asset Management's CVBF Position: Q2 2026 in Review

Smartleaf Asset Management held its CVB Financial (CVBF) position steady in Q2 2026 at 2,073 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Smartleaf Asset Management first reported a position in CVBF in Q2 2024 and has held it in 9 quarters since. The position peaked at $95.3K in Q4 2024. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Smartleaf Asset Management held 2,073 shares of CVB Financial worth $46.4K as of Q2 2026.
Smartleaf Asset Management left its CVB Financial share count unchanged in Q2 2026.
CVB Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1559 holding.
Smartleaf Asset Management first reported a position in CVB Financial in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's CVB Financial position peaked at $95.3K in Q4 2024.
323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.