UB
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UMB Bank’s CVB Financial CVBF Stock Holding History

UMB Bank’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 		$37.7K Buy
1,670
+59
+4% +$1.21K ﹤0.01% 1436
2026
Q1 		$31.2K Buy
1,611
+40
+3% +$787 ﹤0.01% 1445
2025
Q4 		$29.2K Buy
1,571
+172
+12% +$3.29K ﹤0.01% 1432
2025
Q3 		$26.5K Buy
1,399
+171
+14% +$3.4K ﹤0.01% 1356
2025
Q2 		$24.3K Sell
1,228
-92
-7% -$1.71K ﹤0.01% 1324
2025
Q1 		$24.4K Buy
1,320
+231
+21% +$4.6K ﹤0.01% 1278
2024
Q4 		$23.3K Hold
1,089
– – ﹤0.01% 1189
2024
Q3 		$19.4K Sell
1,089
-89
-8% -$1.59K ﹤0.01% 1245
2024
Q2 		$20.3K Buy
1,178
+24
+2% +$400 ﹤0.01% 1064
2024
Q1 		$20.6K Buy
1,154
+52
+5% +$923 ﹤0.01% 1071
2023
Q4 		$22.2K Hold
1,102
– – ﹤0.01% 1032
2023
Q3 		$18.3K Hold
1,102
– – ﹤0.01% 1109
2023
Q2 		$14.6K Buy
+1,102
New +$15.2K ﹤0.01% 1183

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

UMB Bank's CVBF Position: Q2 2026 in Review

UMB Bank increased its CVB Financial (CVBF) stake by 3.7% in Q2 2026, buying an estimated $1.21K and bringing the position to 1,670 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

UMB Bank first reported a position in CVBF in Q2 2023 and has held it in 13 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • UMB Bank held 1,670 shares of CVB Financial worth $37.7K as of Q2 2026.
  • UMB Bank bought 59 CVB Financial shares in Q2 2026, an estimated $1.21K.
  • CVB Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1436 holding.
  • UMB Bank first reported a position in CVB Financial in Q2 2023 and has held it in 13 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.