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Twin Peaks Wealth Advisors’s CVB Financial CVBF Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-292
Closed -$5.66K – 687
2026
Q1 		$5.66K Buy
+292
New +$5.74K ﹤0.01% 1335
2025
Q3 		– Sell
-295
Closed -$5.81K – 611
2025
Q2 		$5.81K Buy
+295
New +$5.49K ﹤0.01% 1234

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PA
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

Twin Peaks Wealth Advisors's CVBF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 292 shares — an estimated $5.66K sold.

Twin Peaks Wealth Advisors first reported a position in CVBF in Q2 2025 and held it in 2 quarters. The position peaked at $5.81K in Q2 2025. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 292 CVB Financial shares in Q2 2026, an estimated $5.66K.
  • Twin Peaks Wealth Advisors first reported a position in CVB Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's CVB Financial position peaked at $5.81K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.