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

BlackRock
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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

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. 323 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.
  • 323 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.