Universal-Beteiligungs- und Servicegesellschaft
CVBF icon

Universal-Beteiligungs- und Servicegesellschaft’s CVB Financial CVBF Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$333K Buy
14,787
+3,037
+26% +$62.4K ﹤0.01% 1904
2026
Q1 		$228K Hold
11,750
– – ﹤0.01% 1951
2025
Q4 		$219K Buy
+11,750
New +$225K ﹤0.01% 1962
2025
Q2 		– Sell
-11,094
Closed -$205K – 2028
2025
Q1 		$205K Buy
+11,094
New +$221K ﹤0.01% 1884

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's CVBF Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its CVB Financial (CVBF) stake by 26% in Q2 2026, buying an estimated $62.4K and bringing the position to 14,787 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CVBF in Q1 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 14,787 shares of CVB Financial worth $333K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 3,037 CVB Financial shares in Q2 2026, an estimated $62.4K.
  • CVB Financial made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1904 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in CVB Financial in Q1 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.