WF
CVBF icon

Whelan Financial’s CVB Financial CVBF Stock Holding History

Whelan Financial’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 		– Sell
-10,619
Closed -$198K – 92
2025
Q4 		$198K Hold
10,619
– – 0.06% 94
2025
Q3 		$201K Hold
10,619
– – 0.06% 95
2025
Q2 		$210K Hold
10,619
– – 0.08% 63
2025
Q1 		$196K Hold
10,619
– – 0.08% 62
2024
Q4 		$227K Buy
+10,619
New +$225K 0.09% 53

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

Whelan Financial's CVBF Position: Q1 2026 in Review

Whelan Financial sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 10,619 shares — an estimated $198K sold.

Whelan Financial first reported a position in CVBF in Q4 2024 and held it in 5 quarters. The position peaked at $227K in Q4 2024. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Whelan Financial reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
  • Whelan Financial sold 10,619 CVB Financial shares in Q1 2026, an estimated $198K.
  • Whelan Financial first reported a position in CVB Financial in Q4 2024 and held it in 5 quarters.
  • Whelan Financial's CVB Financial position peaked at $227K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Whelan Financial's 13F filing for Q1 2026, filed 24 Apr 2026.