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Sound Income Strategies’s CVB Financial CVBF Stock Holding History

Sound Income Strategies’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 		– Sell
-186
Closed -$3.62K – 897
2026
Q1 		$3.62K Hold
186
– – ﹤0.01% 1960
2025
Q4 		$3.7K Buy
+186
New +$3.56K ﹤0.01% 1936

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sound Income Strategies's CVBF Position: Q2 2026 in Review

Sound Income Strategies sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 186 shares — an estimated $3.62K sold.

Sound Income Strategies first reported a position in CVBF in Q4 2025 and held it in 2 quarters. The position peaked at $3.7K in Q4 2025. 239 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Sound Income Strategies reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 186 CVB Financial shares in Q2 2026, an estimated $3.62K.
  • Sound Income Strategies first reported a position in CVB Financial in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's CVB Financial position peaked at $3.7K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.