VWM
CVBF icon

Vermillion Wealth Management’s CVB Financial CVBF Stock Holding History

Vermillion Wealth Management’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 		– Sell
-7
Closed -$136 – 1757
2026
Q1 		$136 Buy
+7
New +$138 ﹤0.01% 1401

Other funds holding CVBF

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Vermillion Wealth Management's CVBF Position: Q2 2026 in Review

Vermillion Wealth Management sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 7 shares — an estimated $136 sold.

Vermillion Wealth Management first reported a position in CVBF in Q1 2026 and held it in 1 quarter. The position peaked at $136 in Q1 2026. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Vermillion Wealth Management reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 7 CVB Financial shares in Q2 2026, an estimated $136.
  • Vermillion Wealth Management first reported a position in CVB Financial in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's CVB Financial position peaked at $136 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.