UBS Group’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 | $12.2M | Buy |
631,398
+470,059
| +291% | +$9.24M | ﹤0.01% | 3127 |
|
|
2025
Q4 | $3M | Buy |
161,339
+32,499
| +25% | +$622K | ﹤0.01% | 4564 |
|
|
2025
Q3 | $2.44M | Sell |
128,840
-243,826
| -65% | -$4.85M | ﹤0.01% | 4776 |
|
|
2025
Q2 | $7.38M | Sell |
372,666
-281,431
| -43% | -$5.24M | ﹤0.01% | 3448 |
|
|
2025
Q1 | $12.1M | Sell |
654,097
-126,516
| -16% | -$2.52M | ﹤0.01% | 2840 |
|
|
2024
Q4 | $16.7M | Buy |
780,613
+544,374
| +230% | +$11.5M | ﹤0.01% | 2523 |
|
|
2024
Q3 | $4.21M | Buy |
236,239
+116,951
| +98% | +$2.09M | ﹤0.01% | 3250 |
|
|
2024
Q2 | $2.06M | Sell |
119,288
-2,688
| -2% | -$44.8K | ﹤0.01% | 3749 |
|
|
2024
Q1 | $2.18M | Sell |
121,976
-18,750
| -13% | -$333K | ﹤0.01% | 3864 |
|
|
2023
Q4 | $2.84M | Buy |
140,726
+101,043
| +255% | +$1.79M | ﹤0.01% | 3433 |
|
|
2023
Q3 | $658K | Sell |
39,683
-9,671
| -20% | -$164K | ﹤0.01% | 4440 |
|
|
2023
Q2 | $655K | Sell |
49,354
-38,155
| -44% | -$526K | ﹤0.01% | 4591 |
|
|
2023
Q1 | $1.46M | Sell |
87,509
-7,590
| -8% | -$173K | ﹤0.01% | 3754 |
|
|
2022
Q4 | $2.45M | Buy |
95,099
+9,112
| +11% | +$248K | ﹤0.01% | 3197 |
|
|
2022
Q3 | $2.18M | Buy |
85,987
+49,878
| +138% | +$1.3M | ﹤0.01% | 3085 |
|
|
2022
Q2 | $896K | Sell |
36,109
-5,905
| -14% | -$141K | ﹤0.01% | 3825 |
|
|
2022
Q1 | $975K | Sell |
42,014
-75,014
| -64% | -$1.74M | ﹤0.01% | 4124 |
|
|
2021
Q4 | $2.51M | Buy |
117,028
+37,456
| +47% | +$768K | ﹤0.01% | 3525 |
|
|
2021
Q3 | $1.62M | Sell |
79,572
-67,670
| -46% | -$1.34M | ﹤0.01% | 3765 |
|
|
2021
Q2 | $3.03M | Buy |
147,242
+5,942
| +4% | +$130K | ﹤0.01% | 3174 |
|
|
2021
Q1 | $3.12M | Sell |
141,300
-15,591
| -10% | -$339K | ﹤0.01% | 3092 |
|
|
2020
Q4 | $3.06M | Buy |
156,891
+19,706
| +14% | +$373K | ﹤0.01% | 2958 |
|
|
2020
Q3 | $2.28M | Sell |
137,185
-8,764
| -6% | -$156K | ﹤0.01% | 2933 |
|
|
2020
Q2 | $2.73M | Buy |
145,949
+11,338
| +8% | +$216K | ﹤0.01% | 2583 |
|
|
2020
Q1 | $2.7M | Sell |
134,611
-1,914
| -1% | -$38.5K | ﹤0.01% | 2471 |
|
|
2019
Q4 | $2.95M | Sell |
136,525
-25,304
| -16% | -$536K | ﹤0.01% | 3156 |
|
|
2019
Q3 | $3.38M | Buy |
161,829
+72,702
| +82% | +$1.52M | ﹤0.01% | 2769 |
|
|
2019
Q2 | $1.88M | Buy |
89,127
+31,881
| +56% | +$679K | ﹤0.01% | 3207 |
|
|
2019
Q1 | $1.21M | Sell |
57,246
-34,952
| -38% | -$767K | ﹤0.01% | 3426 |
|
|
2018
Q4 | $1.86M | Sell |
92,198
-26,051
| -22% | -$565K | ﹤0.01% | 3107 |
|
|
2018
Q3 | $2.64M | Buy |
118,249
+29,123
| +33% | +$688K | ﹤0.01% | 2960 |
|
|
2018
Q2 | $2M | Buy |
89,126
+18,990
| +27% | +$437K | ﹤0.01% | 3169 |
|
|
2018
Q1 | $1.59M | Buy |
70,136
+3,860
| +6% | +$90.8K | ﹤0.01% | 3324 |
|
|
2017
Q4 | $1.56M | Sell |
66,276
-3,977
| -6% | -$94.5K | ﹤0.01% | 3402 |
|
|
2017
Q3 | $1.7M | Buy |
70,253
+9,943
| +16% | +$214K | ﹤0.01% | 3268 |
|
|
2017
Q2 | $1.35M | Sell |
60,310
-713
| -1% | -$15.3K | ﹤0.01% | 3352 |
|
|
2017
Q1 | $1.35M | Sell |
61,023
-15,299
| -20% | -$350K | ﹤0.01% | 3292 |
|
|
2016
Q4 | $1.75M | Buy |
76,322
+11,954
| +19% | +$236K | ﹤0.01% | 3032 |
|
|
2016
Q3 | $1.13M | Sell |
64,368
-8,936
| -12% | -$152K | ﹤0.01% | 3322 |
|
|
2016
Q2 | $1.2M | Sell |
73,304
-13,921
| -16% | -$236K | ﹤0.01% | 3219 |
|
|
2016
Q1 | $1.52M | Buy |
87,225
+10,556
| +14% | +$166K | ﹤0.01% | 2907 |
|
|
2015
Q4 | $1.3M | Sell |
76,669
-16,308
| -18% | -$286K | ﹤0.01% | 3185 |
|
|
2015
Q3 | $1.55M | Sell |
92,977
-476
| -0.5% | -$8.14K | ﹤0.01% | 2973 |
|
|
2015
Q2 | $1.65M | Sell |
93,453
-1,496
| -2% | -$24.6K | ﹤0.01% | 3163 |
|
|
2015
Q1 | $1.51M | Sell |
94,949
-5,382
| -5% | -$83.5K | ﹤0.01% | 3193 |
|
|
2014
Q4 | $1.61M | Buy |
+100,331
| New | +$1.53M | ﹤0.01% | 3116 |
|
Other funds holding CVBF
VPM
VCM
PA
SAM
UBS Group's CVBF Position: Q1 2026 in Review
UBS Group increased its CVB Financial (CVBF) stake by 291% in Q1 2026, buying an estimated $9.24M and bringing the position to 631,398 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3127.
UBS Group first reported a position in CVBF in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.7M in Q4 2024. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.
- UBS Group held 631,398 shares of CVB Financial worth $12.2M as of Q1 2026.
- UBS Group bought 470,059 CVB Financial shares in Q1 2026, an estimated $9.24M.
- CVB Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3127 holding.
- UBS Group first reported a position in CVB Financial in Q4 2014 and has held it in 46 quarters since.
- UBS Group's CVB Financial position peaked at $16.7M in Q4 2024.
- 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.