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
Q2 		$27.7M Buy
1,227,820
+173,984
+17% +$3.57M ﹤0.01% 937
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 $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

Wellington Management Group's CVBF Position: Q2 2026 in Review

Wellington Management Group increased its CVB Financial (CVBF) stake by 17% in Q2 2026, buying an estimated $3.57M and bringing the position to 1,227,820 shares worth $27.7M. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Wellington Management Group first reported a position in CVBF in Q1 2017 and has held it in 10 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Wellington Management Group held 1,227,820 shares of CVB Financial worth $27.7M as of Q2 2026.
  • Wellington Management Group bought 173,984 CVB Financial shares in Q2 2026, an estimated $3.57M.
  • CVB Financial made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #937 holding.
  • Wellington Management Group first reported a position in CVB Financial in Q1 2017 and has held it in 10 quarters since.
  • 324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

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