VNA
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Valley National Advisers’s CVB Financial CVBF Stock Holding History

Valley National Advisers’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 		$3.65K Buy
+162
New +$3.33K ﹤0.01% 744
2024
Q3 		– Sell
-75
Closed -$1K – 843
2024
Q2 		$1K Sell
75
-35
-32% -$583 ﹤0.01% 1020
2024
Q1 		$1K Sell
110
-90
-45% -$1.6K ﹤0.01% 1055
2023
Q4 		$4K Buy
+200
New +$3.55K ﹤0.01% 818

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

Valley National Advisers's CVBF Position: Q2 2026 in Review

Valley National Advisers opened a new position in CVB Financial (CVBF) in Q2 2026: 162 shares worth $3.65K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in CVBF as recently as Q2 2024.

Valley National Advisers first reported a position in CVBF in Q4 2023 and has held it in 4 quarters since. The position peaked at $4K in Q4 2023. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Valley National Advisers held 162 shares of CVB Financial worth $3.65K as of Q2 2026.
  • CVB Financial was a new Valley National Advisers position in Q2 2026.
  • CVB Financial made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #744 holding.
  • Valley National Advisers first reported a position in CVB Financial in Q4 2023 and has held it in 4 quarters since.
  • Valley National Advisers's CVB Financial position peaked at $4K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.