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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
Q2 		$225K Sell
9,964
-303
-3% -$6.22K 0.01% 592
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Soltis Investment Advisors's CVBF Position: Q2 2026 in Review

Soltis Investment Advisors reduced its CVB Financial (CVBF) stake by 3% in Q2 2026, selling an estimated $6.22K and leaving 9,964 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #592.

Soltis Investment Advisors first reported a position in CVBF in Q2 2025 and has held it in 5 quarters since. The position peaked at $249K in Q2 2025. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Soltis Investment Advisors held 9,964 shares of CVB Financial worth $225K as of Q2 2026.
  • Soltis Investment Advisors sold 303 CVB Financial shares in Q2 2026, an estimated $6.22K.
  • CVB Financial made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #592 holding.
  • Soltis Investment Advisors first reported a position in CVB Financial in Q2 2025 and has held it in 5 quarters since.
  • Soltis Investment Advisors's CVB Financial position peaked at $249K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.