Wealth Enhancement Advisory Services
CVBF icon

Wealth Enhancement Advisory Services’s CVB Financial CVBF Stock Holding History

Wealth Enhancement Advisory Services’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 		$612K Buy
36,496
+18,112
+99% +$372K ﹤0.01% 2496
2026
Q1 		$361K Buy
18,384
+7,260
+65% +$143K ﹤0.01% 2604
2025
Q4 		$214K Buy
+11,124
New +$213K ﹤0.01% 3224

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
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's CVBF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CVB Financial (CVBF) stake by 99% in Q2 2026, buying an estimated $372K and bringing the position to 36,496 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Wealth Enhancement Advisory Services first reported a position in CVBF in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 36,496 shares of CVB Financial worth $612K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,112 CVB Financial shares in Q2 2026, an estimated $372K.
  • CVB Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2496 holding.
  • Wealth Enhancement Advisory Services first reported a position in CVB Financial in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.