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WhitTier Trust Company’s CVB Financial CVBF Stock Holding History

WhitTier Trust Company’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 		$718K Buy
31,791
+31,584
+15,258% +$649K 0.01% 353
2026
Q1 		$4.09K Buy
+207
New +$4.07K ﹤0.01% 1172

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

WhitTier Trust Company's CVBF Position: Q2 2026 in Review

WhitTier Trust Company increased its CVB Financial (CVBF) stake by 15,258% in Q2 2026, buying an estimated $649K and bringing the position to 31,791 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #353.

WhitTier Trust Company first reported a position in CVBF in Q1 2026 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • WhitTier Trust Company held 31,791 shares of CVB Financial worth $718K as of Q2 2026.
  • WhitTier Trust Company bought 31,584 CVB Financial shares in Q2 2026, an estimated $649K.
  • CVB Financial made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #353 holding.
  • WhitTier Trust Company first reported a position in CVB Financial in Q1 2026 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.