VA
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Vident Advisory’s CVB Financial CVBF Stock Holding History

Vident Advisory’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
Q1 		$447K Buy
23,043
+8,877
+63% +$175K ﹤0.01% 1318
2025
Q4 		$264K Sell
14,166
-16,708
-54% -$320K ﹤0.01% 1426
2025
Q3 		$584K Sell
30,874
-189,360
-86% -$3.77M 0.01% 1111
2025
Q2 		$4.36M Buy
220,234
+25,527
+13% +$475K 0.05% 308
2025
Q1 		$3.59M Buy
+194,707
New +$3.88M 0.05% 305

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Vident Advisory's CVBF Position: Q1 2026 in Review

Vident Advisory increased its CVB Financial (CVBF) stake by 63% in Q1 2026, buying an estimated $175K and bringing the position to 23,043 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Vident Advisory first reported a position in CVBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.36M in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Vident Advisory held 23,043 shares of CVB Financial worth $447K as of Q1 2026.
  • Vident Advisory bought 8,877 CVB Financial shares in Q1 2026, an estimated $175K.
  • CVB Financial made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1318 holding.
  • Vident Advisory first reported a position in CVB Financial in Q1 2025 and has held it in 5 quarters since.
  • Vident Advisory's CVB Financial position peaked at $4.36M in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.