WI
CVBF icon

WBI Investments’s CVB Financial CVBF Stock Holding History

WBI Investments’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
-20,437
Closed -$396K – 309
2026
Q1 		$396K Buy
+20,437
New +$402K 0.11% 212
2024
Q3 		– Sell
-10,256
Closed -$177K – 239
2024
Q2 		$177K Buy
+10,256
New +$171K 0.04% 164
2020
Q1 		– Sell
-34,311
Closed -$741K – 115
2019
Q4 		$741K Sell
34,311
-8,032
-19% -$170K 0.08% 141
2019
Q3 		$884K Buy
+42,343
New +$886K 0.08% 135
2015
Q4 		– Sell
-115,065
Closed -$1.92M – 217
2015
Q3 		$1.92M Buy
+115,065
New +$1.97M 0.07% 101

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

WBI Investments's CVBF Position: Q2 2026 in Review

WBI Investments sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 20,437 shares — an estimated $396K sold.

WBI Investments first reported a position in CVBF in Q3 2015 and held it in 5 quarters. The position peaked at $1.92M in Q3 2015. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • WBI Investments reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 20,437 CVB Financial shares in Q2 2026, an estimated $396K.
  • WBI Investments first reported a position in CVB Financial in Q3 2015 and held it in 5 quarters.
  • WBI Investments's CVB Financial position peaked at $1.92M in Q3 2015.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.