SAM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
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

Smartleaf Asset Management's CVBF Position: Q1 2026 in Review

Smartleaf Asset Management reduced its CVB Financial (CVBF) stake by 50% in Q1 2026, selling an estimated $40.6K and leaving 2,073 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Smartleaf Asset Management first reported a position in CVBF in Q2 2024 and has held it in 8 quarters since. The position peaked at $95.3K in Q4 2024. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Smartleaf Asset Management held 2,073 shares of CVB Financial worth $39.6K as of Q1 2026.
  • Smartleaf Asset Management sold 2,064 CVB Financial shares in Q1 2026, an estimated $40.6K.
  • CVB Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1584 holding.
  • Smartleaf Asset Management first reported a position in CVB Financial in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's CVB Financial position peaked at $95.3K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.