WAM
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Weiss Asset Management’s CVB Financial CVBF Stock Holding History

Weiss Asset Management’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
-428,200
Closed -$8.3M – 690
2026
Q1 		$8.3M Buy
+428,200
New +$8.42M 0.14% 128

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

Weiss Asset Management's CVBF Position: Q2 2026 in Review

Weiss Asset Management sold out of CVB Financial (CVBF) in Q2 2026, closing a stake of 428,200 shares — an estimated $8.3M sold.

Weiss Asset Management first reported a position in CVBF in Q1 2026 and held it in 1 quarter. The position peaked at $8.3M in Q1 2026. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Weiss Asset Management reported no remaining CVB Financial position as of Q2 2026 after selling out during the quarter.
  • Weiss Asset Management sold 428,200 CVB Financial shares in Q2 2026, an estimated $8.3M.
  • Weiss Asset Management first reported a position in CVB Financial in Q1 2026 and held it in 1 quarter.
  • Weiss Asset Management's CVB Financial position peaked at $8.3M in Q1 2026.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.