Valmark Advisers’s CVB Financial CVBF Stock Holding History

Valmark 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 Q3	$258K	Buy	+11,959	New	+$270K	﹤0.01%	681

Other funds holding CVBF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers's CVBF Position: Q3 2026 in Review

Valmark Advisers opened a new position in CVB Financial (CVBF) in Q3 2026: 11,959 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings.

139 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

Valmark Advisers held 11,959 shares of CVB Financial worth $258K as of Q3 2026.
CVB Financial was a new Valmark Advisers position in Q3 2026.
CVB Financial made up ﹤0.01% of Valmark Advisers's portfolio in Q3 2026, its #681 holding.
139 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.