VCM
CVBF icon

Versant Capital Management’s CVB Financial CVBF Stock Holding History

Versant Capital 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 		$36.8K Buy
1,634
+123
+8% +$2.53K ﹤0.01% 1574
2026
Q1 		$29.3K Buy
1,511
+175
+13% +$3.44K ﹤0.01% 1588
2025
Q4 		$24.9K Sell
1,336
-459
-26% -$8.78K ﹤0.01% 1503
2025
Q3 		$33.9K Buy
1,795
+459
+34% +$9.14K ﹤0.01% 1257
2025
Q2 		$26.4K Sell
1,336
-57
-4% -$1.06K ﹤0.01% 1364
2025
Q1 		$25.7K Sell
1,393
-81
-5% -$1.61K ﹤0.01% 1206
2024
Q4 		$31.6K Buy
1,474
+269
+22% +$5.69K 0.01% 780
2024
Q3 		$21.5K Sell
1,205
-558
-32% -$9.95K ﹤0.01% 782
2024
Q2 		$30.4K Buy
1,763
+1,574
+833% +$26.2K 0.01% 566
2024
Q1 		$3.37K Buy
189
+94
+99% +$1.67K ﹤0.01% 1184
2023
Q4 		$1.92K Sell
95
-197
-67% -$3.5K ﹤0.01% 1304
2023
Q3 		$4.84K Hold
292
– – ﹤0.01% 991
2023
Q2 		$3.88K Sell
292
-165
-36% -$2.28K ﹤0.01% 1130
2023
Q1 		$7.54K Sell
457
-836
-65% -$19K ﹤0.01% 808
2022
Q4 		$33.3K Buy
1,293
+364
+39% +$9.92K 0.01% 306
2022
Q3 		$24K Buy
929
+11
+1% +$287 0.01% 378
2022
Q2 		$23K Buy
918
+26
+3% +$622 0.01% 394
2022
Q1 		$21K Sell
892
-7
-0.8% -$162 0.01% 455
2021
Q4 		$19K Buy
899
+131
+17% +$2.69K 0.01% 510
2021
Q3 		$16K Sell
768
-137
-15% -$2.71K 0.01% 541
2021
Q2 		$19K Sell
905
-100
-10% -$2.18K 0.01% 501
2021
Q1 		$22K Hold
1,005
– – 0.01% 526
2020
Q4 		$19K Sell
1,005
-419
-29% -$7.93K 0.01% 519
2020
Q3 		$23K Sell
1,424
-3
-0.2% -$54 0.01% 384
2020
Q2 		$26K Sell
1,427
-644
-31% -$12.3K 0.01% 349
2020
Q1 		$41K Buy
2,071
+1,594
+334% +$32.1K 0.02% 209
2019
Q4 		$10K Sell
477
-8
-2% -$169 0.01% 692
2019
Q3 		$10K Buy
485
+428
+751% +$8.95K ﹤0.01% 704
2019
Q2 		$1K Sell
57
-267
-82% -$5.69K ﹤0.01% 1267
2019
Q1 		$6K Sell
324
-162
-33% -$3.55K ﹤0.01% 1042
2018
Q4 		$9K Hold
486
– – ﹤0.01% 852
2018
Q3 		$10K Hold
486
– – ﹤0.01% 890
2018
Q2 		$10K Sell
486
-31
-6% -$713 ﹤0.01% 884
2018
Q1 		$11K Hold
517
– – ﹤0.01% 852
2017
Q4 		$12K Buy
517
+35
+7% +$831 ﹤0.01% 840
2017
Q3 		$11K Sell
482
-73
-13% -$1.57K 0.01% 801
2017
Q2 		$12K Buy
555
+127
+30% +$2.72K 0.01% 787
2017
Q1 		$9K Buy
428
+92
+27% +$2.1K 0.01% 870
2016
Q4 		$7K Hold
336
– – ﹤0.01% 925
2016
Q3 		$5K Sell
336
-23
-6% -$391 ﹤0.01% 974
2016
Q2 		$5K Hold
359
– – ﹤0.01% 954
2016
Q1 		$6K Sell
359
-686
-66% -$10.8K ﹤0.01% 900
2015
Q4 		$17K Buy
+1,045
New +$18.3K 0.01% 550

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

Versant Capital Management's CVBF Position: Q2 2026 in Review

Versant Capital Management increased its CVB Financial (CVBF) stake by 8.1% in Q2 2026, buying an estimated $2.53K and bringing the position to 1,634 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Versant Capital Management first reported a position in CVBF in Q4 2015 and has held it in 43 quarters since. The position peaked at $41K in Q1 2020. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Versant Capital Management held 1,634 shares of CVB Financial worth $36.8K as of Q2 2026.
  • Versant Capital Management bought 123 CVB Financial shares in Q2 2026, an estimated $2.53K.
  • CVB Financial made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1574 holding.
  • Versant Capital Management first reported a position in CVB Financial in Q4 2015 and has held it in 43 quarters since.
  • Versant Capital Management's CVB Financial position peaked at $41K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.