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Stone House Investment Management’s CVB Financial CVBF Stock Holding History

Stone House Investment Management’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 		$1.78K Buy
92
+30
+48% +$590 ﹤0.01% 612
2025
Q4 		$1.15K Buy
+62
New +$1.19K ﹤0.01% 622

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

Stone House Investment Management's CVBF Position: Q1 2026 in Review

Stone House Investment Management increased its CVB Financial (CVBF) stake by 48% in Q1 2026, buying an estimated $590 and bringing the position to 92 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Stone House Investment Management first reported a position in CVBF in Q4 2025 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Stone House Investment Management held 92 shares of CVB Financial worth $1.78K as of Q1 2026.
  • Stone House Investment Management bought 30 CVB Financial shares in Q1 2026, an estimated $590.
  • CVB Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #612 holding.
  • Stone House Investment Management first reported a position in CVB Financial in Q4 2025 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.