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Soltis Investment Advisors’s CVB Financial CVBF Stock Holding History

Soltis Investment Advisors’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 		$199K Sell
10,267
-1,859
-15% -$36.6K 0.01% 551
2025
Q4 		$226K Sell
12,126
-219
-2% -$4.19K 0.01% 475
2025
Q3 		$233K Sell
12,345
-250
-2% -$4.98K 0.02% 427
2025
Q2 		$249K Buy
+12,595
New +$235K 0.02% 351

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

Soltis Investment Advisors's CVBF Position: Q1 2026 in Review

Soltis Investment Advisors reduced its CVB Financial (CVBF) stake by 15% in Q1 2026, selling an estimated $36.6K and leaving 10,267 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #551.

Soltis Investment Advisors first reported a position in CVBF in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Soltis Investment Advisors held 10,267 shares of CVB Financial worth $199K as of Q1 2026.
  • Soltis Investment Advisors sold 1,859 CVB Financial shares in Q1 2026, an estimated $36.6K.
  • CVB Financial made up 0.01% of Soltis Investment Advisors's portfolio in Q1 2026, its #551 holding.
  • Soltis Investment Advisors first reported a position in CVB Financial in Q2 2025 and has held it in 4 quarters since.
  • Soltis Investment Advisors's CVB Financial position peaked at $249K in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.