UBS AM’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.02M | Buy |
310,313
+2,997
| +1% | +$58.9K | ﹤0.01% | 1476 |
|
|
2025
Q4 | $5.72M | Sell |
307,316
-40,881
| -12% | -$782K | ﹤0.01% | 1392 |
|
|
2025
Q3 | $6.58M | Sell |
348,197
-207,209
| -37% | -$4.13M | ﹤0.01% | 1237 |
|
|
2025
Q2 | $11M | Buy |
555,406
+97,226
| +21% | +$1.81M | ﹤0.01% | 1310 |
|
|
2025
Q1 | $8.46M | Buy |
458,180
+38,250
| +9% | +$762K | ﹤0.01% | 1304 |
|
|
2024
Q4 | $8.99M | Buy |
419,930
+20,925
| +5% | +$443K | ﹤0.01% | 1300 |
|
|
2024
Q3 | $7.11M | Sell |
399,005
-4,547
| -1% | -$81.1K | ﹤0.01% | 1387 |
|
|
2024
Q2 | $6.96M | Buy |
403,552
+214,142
| +113% | +$3.57M | ﹤0.01% | 1306 |
|
|
2024
Q1 | $3.38M | Sell |
189,410
-2,651
| -1% | -$47K | ﹤0.01% | 1436 |
|
|
2023
Q4 | $3.88M | Sell |
192,061
-110
| -0.1% | -$1.95K | ﹤0.01% | 1371 |
|
|
2023
Q3 | $3.18M | Buy |
192,171
+20,482
| +12% | +$348K | ﹤0.01% | 1399 |
|
|
2023
Q2 | $2.86M | Hold |
171,689
| – | – | ﹤0.01% | 1477 |
|
|
2023
Q1 | $2.86M | Sell |
171,689
-8,519
| -5% | -$194K | ﹤0.01% | 1477 |
|
|
2022
Q4 | $4.64M | Buy |
180,208
+12,577
| +8% | +$343K | ﹤0.01% | 1198 |
|
|
2022
Q3 | $4.24M | Sell |
167,631
-2,206
| -1% | -$57.5K | ﹤0.01% | 1253 |
|
|
2022
Q2 | $4.21M | Buy |
169,837
+9,412
| +6% | +$225K | ﹤0.01% | 1271 |
|
|
2022
Q1 | $3.72M | Sell |
160,425
-1,365
| -0.8% | -$31.6K | ﹤0.01% | 1482 |
|
|
2021
Q4 | $3.46M | Sell |
161,790
-5,830
| -3% | -$120K | ﹤0.01% | 1588 |
|
|
2021
Q3 | $3.41M | Sell |
167,620
-1,998
| -1% | -$39.5K | ﹤0.01% | 1549 |
|
|
2021
Q2 | $3.49M | Buy |
169,618
+20,285
| +14% | +$443K | ﹤0.01% | 1564 |
|
|
2021
Q1 | $3.3M | Sell |
149,333
-2,386
| -2% | -$51.9K | ﹤0.01% | 1530 |
|
|
2020
Q4 | $2.96M | Sell |
151,719
-3,696
| -2% | -$69.9K | ﹤0.01% | 1531 |
|
|
2020
Q3 | $2.58M | Sell |
155,415
-2,908
| -2% | -$51.9K | ﹤0.01% | 1443 |
|
|
2020
Q2 | $2.97M | Buy |
158,323
+3,046
| +2% | +$58.1K | ﹤0.01% | 1354 |
|
|
2020
Q1 | $3.11M | Buy |
155,277
+20,308
| +15% | +$409K | ﹤0.01% | 1240 |
|
|
2019
Q4 | $2.91M | Sell |
134,969
-2,996
| -2% | -$63.4K | ﹤0.01% | 1440 |
|
|
2019
Q3 | $2.88M | Buy |
137,965
+34,517
| +33% | +$722K | ﹤0.01% | 1444 |
|
|
2019
Q2 | $2.18M | Buy |
103,448
+8,935
| +9% | +$190K | ﹤0.01% | 1549 |
|
|
2019
Q1 | $1.99M | Buy |
94,513
+13,319
| +16% | +$292K | ﹤0.01% | 1520 |
|
|
2018
Q4 | $1.64M | Buy |
81,194
+72
| +0.1% | +$1.56K | ﹤0.01% | 1520 |
|
|
2018
Q3 | $1.81M | Buy |
81,122
+5,945
| +8% | +$140K | ﹤0.01% | 1535 |
|
|
2018
Q2 | $1.69M | Sell |
75,177
-6,190
| -8% | -$142K | ﹤0.01% | 1582 |
|
|
2018
Q1 | $1.84M | Buy |
81,367
+12,064
| +17% | +$284K | ﹤0.01% | 1503 |
|
|
2017
Q4 | $1.63M | Buy |
69,303
+1,649
| +2% | +$39.2K | ﹤0.01% | 1525 |
|
|
2017
Q3 | $1.64M | Buy |
67,654
+2,925
| +5% | +$63.1K | ﹤0.01% | 1485 |
|
|
2017
Q2 | $1.45M | Sell |
64,729
-1,328
| -2% | -$28.4K | ﹤0.01% | 1490 |
|
|
2017
Q1 | $1.46M | Buy |
66,057
+18,153
| +38% | +$415K | ﹤0.01% | 1479 |
|
|
2016
Q4 | $1.1M | Sell |
47,904
-33,487
| -41% | -$663K | ﹤0.01% | 1521 |
|
|
2016
Q3 | $1.43M | Buy |
81,391
+11,300
| +16% | +$192K | ﹤0.01% | 1516 |
|
|
2016
Q2 | $1.15M | Buy |
70,091
+1,427
| +2% | +$24.2K | ﹤0.01% | 1586 |
|
|
2016
Q1 | $1.2M | Sell |
68,664
-13,870
| -17% | -$219K | ﹤0.01% | 1568 |
|
|
2015
Q4 | $1.4M | Sell |
82,534
-1,325
| -2% | -$23.2K | ﹤0.01% | 1613 |
|
|
2015
Q3 | $1.4M | Buy |
83,859
+24,963
| +42% | +$427K | ﹤0.01% | 1586 |
|
|
2015
Q2 | $1.04M | Buy |
58,896
+8,000
| +16% | +$132K | ﹤0.01% | 1664 |
|
|
2015
Q1 | $811K | Buy |
50,896
+3,000
| +6% | +$46.5K | ﹤0.01% | 1728 |
|
|
2014
Q4 | $767K | Buy |
47,896
+2,500
| +6% | +$38.1K | ﹤0.01% | 1710 |
|
|
2014
Q3 | $651K | Hold |
45,396
| – | – | ﹤0.01% | 1736 |
|
|
2014
Q2 | $728K | Hold |
45,396
| – | – | ﹤0.01% | 1704 |
|
|
2014
Q1 | $722K | Buy |
45,396
+7,600
| +20% | +$120K | ﹤0.01% | 1683 |
|
|
2013
Q4 | $645K | Sell |
37,796
-15,500
| -29% | -$236K | ﹤0.01% | 1689 |
|
|
2013
Q3 | $721K | Hold |
53,296
| – | – | ﹤0.01% | 1622 |
|
|
2013
Q2 | $626K | Buy |
+53,296
| New | +$594K | ﹤0.01% | 1616 |
|
Other funds holding CVBF
VPM
VCM
PA
SAM
UBS AM's CVBF Position: Q1 2026 in Review
UBS AM increased its CVB Financial (CVBF) stake by 0.98% in Q1 2026, buying an estimated $58.9K and bringing the position to 310,313 shares worth $6.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.
UBS AM first reported a position in CVBF in Q2 2013 and has held it in 52 quarters since. The position peaked at $11M in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.
- UBS AM held 310,313 shares of CVB Financial worth $6.02M as of Q1 2026.
- UBS AM bought 2,997 CVB Financial shares in Q1 2026, an estimated $58.9K.
- CVB Financial made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1476 holding.
- UBS AM first reported a position in CVB Financial in Q2 2013 and has held it in 52 quarters since.
- UBS AM's CVB Financial position peaked at $11M in Q2 2025.
- 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.
Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.