Steward Partners Investment Advisory
CVBF icon

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
Q2 		$247K Sell
10,934
-2,938
-21% -$60.4K ﹤0.01% 2114
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 $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
Parallel Advisors
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

Steward Partners Investment Advisory's CVBF Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its CVB Financial (CVBF) stake by 21% in Q2 2026, selling an estimated $60.4K and leaving 10,934 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Steward Partners Investment Advisory first reported a position in CVBF in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.29M in Q1 2022. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Steward Partners Investment Advisory held 10,934 shares of CVB Financial worth $247K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,938 CVB Financial shares in Q2 2026, an estimated $60.4K.
  • CVB Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2114 holding.
  • Steward Partners Investment Advisory first reported a position in CVB Financial in Q1 2022 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's CVB Financial position peaked at $1.29M in Q1 2022.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.