True Wealth Design’s CVB Financial CVBF Stock Holding History

True Wealth Design’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	$1.42K	Buy	63 +40	+174%	+$822	﹤0.01%	1852
2026 Q1	$446	Buy	23 +3	+15%	+$59	﹤0.01%	2095
2025 Q4	$372	Buy	20 +18	+900%	+$344	﹤0.01%	2050
2025 Q3	$38	Hold	2	–	–	﹤0.01%	2603
2025 Q2	$40	Hold	2	–	–	﹤0.01%	2421
2025 Q1	$37	Buy	+2	New	+$40	﹤0.01%	2455

Other funds holding CVBF

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

True Wealth Design's CVBF Position: Q2 2026 in Review

True Wealth Design increased its CVB Financial (CVBF) stake by 174% in Q2 2026, buying an estimated $822 and bringing the position to 63 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

True Wealth Design first reported a position in CVBF in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

True Wealth Design held 63 shares of CVB Financial worth $1.42K as of Q2 2026.
True Wealth Design bought 40 CVB Financial shares in Q2 2026, an estimated $822.
CVB Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1852 holding.
True Wealth Design first reported a position in CVB Financial in Q1 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.