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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
Q2 		$3.13K Buy
139
+47
+51% +$965 ﹤0.01% 655
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 $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

Stone House Investment Management's CVBF Position: Q2 2026 in Review

Stone House Investment Management increased its CVB Financial (CVBF) stake by 51% in Q2 2026, buying an estimated $965 and bringing the position to 139 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Stone House Investment Management first reported a position in CVBF in Q4 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Stone House Investment Management held 139 shares of CVB Financial worth $3.13K as of Q2 2026.
  • Stone House Investment Management bought 47 CVB Financial shares in Q2 2026, an estimated $965.
  • CVB Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #655 holding.
  • Stone House Investment Management first reported a position in CVB Financial in Q4 2025 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.