WI
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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
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 $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

WBI Investments's CVBF Position: Q1 2026 in Review

WBI Investments opened a new position in CVB Financial (CVBF) in Q1 2026: 20,437 shares worth $396K. The stake represents 0.11% of the portfolio and ranks #212 among its holdings. This is a return to the name: WBI Investments previously reported a position in CVBF as recently as Q2 2024.

WBI Investments first reported a position in CVBF in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.92M in Q3 2015. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • WBI Investments held 20,437 shares of CVB Financial worth $396K as of Q1 2026.
  • CVB Financial was a new WBI Investments position in Q1 2026.
  • CVB Financial made up 0.11% of WBI Investments's portfolio in Q1 2026, its #212 holding.
  • WBI Investments first reported a position in CVB Financial in Q3 2015 and has held it in 5 quarters since.
  • WBI Investments's CVB Financial position peaked at $1.92M in Q3 2015.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.