Stifel Financial’s CVB Financial CVBF Stock Holding History

Stifel Financial’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	$210K	Buy	+9,330	New	+$192K	﹤0.01%	3485
2024 Q3	–	Sell	-91,932	Closed	-$1.58M	–	3383
2024 Q2	$1.58M	Sell	91,932 -387	-0.4%	-$6.45K	﹤0.01%	1883
2024 Q1	$1.65M	Buy	92,319 +26,737	+41%	+$474K	﹤0.01%	1866
2023 Q4	$1.32M	Buy	65,582 +15,545	+31%	+$276K	﹤0.01%	1964
2023 Q3	$829K	Buy	+50,037	New	+$849K	﹤0.01%	2173
2014 Q4	–	Sell	-36,990	Closed	-$531K	–	2347
2014 Q3	$531K	Buy	+36,990	New	+$570K	﹤0.01%	1488
2014 Q2	–	Sell	-31,684	Closed	-$504K	–	2212
2014 Q1	$504K	Buy	+31,684	New	+$500K	﹤0.01%	1440

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Stifel Financial's CVBF Position: Q2 2026 in Review

Stifel Financial opened a new position in CVB Financial (CVBF) in Q2 2026: 9,330 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #3485 among its holdings. This is a return to the name: Stifel Financial previously reported a position in CVBF as recently as Q2 2024.

Stifel Financial first reported a position in CVBF in Q1 2014 and has held it in 7 quarters since. The position peaked at $1.65M in Q1 2024. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Stifel Financial held 9,330 shares of CVB Financial worth $210K as of Q2 2026.
CVB Financial was a new Stifel Financial position in Q2 2026.
CVB Financial made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3485 holding.
Stifel Financial first reported a position in CVB Financial in Q1 2014 and has held it in 7 quarters since.
Stifel Financial's CVB Financial position peaked at $1.65M in Q1 2024.
324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.