WSFG
CVBF icon

Wall Street Financial Group’s CVB Financial CVBF Stock Holding History

Wall Street Financial Group’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
-107
Closed -$2.08K – 235
2026
Q1 		$2.08K Buy
+107
New +$2.1K ﹤0.01% 557

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

Wall Street Financial Group's CVBF Position: Q2 2026 in Review

Wall Street Financial Group sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 107 shares — an estimated $2.08K sold.

Wall Street Financial Group first reported a position in CVBF in Q1 2026 and held it in 1 quarter. The position peaked at $2.08K in Q1 2026. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Wall Street Financial Group reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 107 CVB Financial shares in Q2 2026, an estimated $2.08K.
  • Wall Street Financial Group first reported a position in CVB Financial in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's CVB Financial position peaked at $2.08K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.