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
Q2 		$413K Sell
18,307
-4,736
-21% -$97.3K ﹤0.01% 1459
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vident Advisory's CVBF Position: Q2 2026 in Review

Vident Advisory reduced its CVB Financial (CVBF) stake by 21% in Q2 2026, selling an estimated $97.3K and leaving 18,307 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Vident Advisory first reported a position in CVBF in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.36M in Q2 2025. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Vident Advisory held 18,307 shares of CVB Financial worth $413K as of Q2 2026.
  • Vident Advisory sold 4,736 CVB Financial shares in Q2 2026, an estimated $97.3K.
  • CVB Financial made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1459 holding.
  • Vident Advisory first reported a position in CVB Financial in Q1 2025 and has held it in 6 quarters since.
  • Vident Advisory's CVB Financial position peaked at $4.36M in Q2 2025.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.