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Steward Partners Investment Advisory’s CVB Financial CVBF Stock Holding History

Steward Partners Investment Advisory’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 		$269K Sell
13,872
-1,556
-10% -$30.6K ﹤0.01% 1858
2025
Q4 		$287K Sell
15,428
-3,701
-19% -$70.8K ﹤0.01% 1736
2025
Q3 		$362K Sell
19,129
-424
-2% -$8.44K ﹤0.01% 1553
2025
Q2 		$387K Sell
19,553
-871
-4% -$16.2K ﹤0.01% 1420
2025
Q1 		$377K Sell
20,424
-575
-3% -$11.5K ﹤0.01% 1338
2024
Q4 		$450K Sell
20,999
-773
-4% -$16.4K ﹤0.01% 1213
2024
Q3 		$388K Sell
21,772
-1,176
-5% -$21K ﹤0.01% 1219
2024
Q2 		$396K Sell
22,948
-493
-2% -$8.21K ﹤0.01% 1163
2024
Q1 		$418K Sell
23,441
-1,094
-4% -$19.4K ﹤0.01% 1133
2023
Q4 		$495K Sell
24,535
-1,997
-8% -$35.4K 0.01% 1007
2023
Q3 		$440K Sell
26,532
-390
-1% -$6.62K 0.01% 969
2023
Q2 		$358K Sell
26,922
-1,694
-6% -$23.4K 0.01% 1058
2023
Q1 		$477K Sell
28,616
-96
-0.3% -$2.19K 0.01% 947
2022
Q4 		$739K Sell
28,712
-796
-3% -$21.7K 0.01% 765
2022
Q3 		$747K Sell
29,508
-19,396
-40% -$505K 0.01% 724
2022
Q2 		$1.21M Sell
48,904
-6,696
-12% -$160K 0.02% 576
2022
Q1 		$1.29M Buy
+55,600
New +$1.29M 0.02% 612

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

Steward Partners Investment Advisory's CVBF Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its CVB Financial (CVBF) stake by 10% in Q1 2026, selling an estimated $30.6K and leaving 13,872 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Steward Partners Investment Advisory first reported a position in CVBF in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.29M in Q1 2022. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Steward Partners Investment Advisory held 13,872 shares of CVB Financial worth $269K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,556 CVB Financial shares in Q1 2026, an estimated $30.6K.
  • CVB Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1858 holding.
  • Steward Partners Investment Advisory first reported a position in CVB Financial in Q1 2022 and has held it in 17 quarters since.
  • Steward Partners Investment Advisory's CVB Financial position peaked at $1.29M in Q1 2022.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.