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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
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 $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

Twin Peaks Wealth Advisors's CVBF Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in CVB Financial (CVBF) in Q1 2026: 292 shares worth $5.66K. The stake represents ﹤0.01% of the portfolio and ranks #1335 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CVBF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CVBF in Q2 2025 and has held it in 2 quarters since. The position peaked at $5.81K in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Twin Peaks Wealth Advisors held 292 shares of CVB Financial worth $5.66K as of Q1 2026.
  • CVB Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • CVB Financial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1335 holding.
  • Twin Peaks Wealth Advisors first reported a position in CVB Financial in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's CVB Financial position peaked at $5.81K in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.