Wellington Management Group
CVBF icon

Wellington Management Group’s CVB Financial CVBF Stock Holding History

Wellington Management Group’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 		$20.4M Sell
1,053,836
-21,436
-2% -$422K ﹤0.01% 1000
2025
Q4 		$20M Buy
1,075,272
+10,545
+1% +$202K ﹤0.01% 1033
2025
Q3 		$20.1M Sell
1,064,727
-3,878
-0.4% -$77.2K ﹤0.01% 1017
2025
Q2 		$21.1M Sell
1,068,605
-6,163
-0.6% -$115K ﹤0.01% 944
2025
Q1 		$19.8M Buy
1,074,768
+105,353
+11% +$2.1M ﹤0.01% 948
2024
Q4 		$20.8M Buy
969,415
+483,844
+100% +$10.2M ﹤0.01% 964
2024
Q3 		$8.65M Buy
+485,571
New +$8.66M ﹤0.01% 1204
2021
Q4 		– Sell
-17,340
Closed -$353K – 2199
2021
Q3 		$353K Buy
+17,340
New +$342K ﹤0.01% 2010
2017
Q2 		– Sell
-33,837
Closed -$747K – 2220
2017
Q1 		$747K Buy
+33,837
New +$773K ﹤0.01% 2003

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

Wellington Management Group's CVBF Position: Q1 2026 in Review

Wellington Management Group reduced its CVB Financial (CVBF) stake by 2% in Q1 2026, selling an estimated $422K and leaving 1,053,836 shares worth $20.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Wellington Management Group first reported a position in CVBF in Q1 2017 and has held it in 9 quarters since. The position peaked at $21.1M in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Wellington Management Group held 1,053,836 shares of CVB Financial worth $20.4M as of Q1 2026.
  • Wellington Management Group sold 21,436 CVB Financial shares in Q1 2026, an estimated $422K.
  • CVB Financial made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1000 holding.
  • Wellington Management Group first reported a position in CVB Financial in Q1 2017 and has held it in 9 quarters since.
  • Wellington Management Group's CVB Financial position peaked at $21.1M in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.