Whittier Trust’s CVB Financial CVBF Stock Holding History

Whittier Trust’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	$51.4K	Sell	2,606 -964	-27%	-$19K	﹤0.01%	833
2025 Q4	$68.8K	Buy	3,570 +11	+0.3%	+$210	﹤0.01%	807
2025 Q3	$67.6K	Buy	3,559 +9	+0.3%	+$179	﹤0.01%	787
2025 Q2	$70.2K	Sell	3,550 -1,420	-29%	-$26.4K	﹤0.01%	875
2025 Q1	$91.7K	Buy	4,970 +23	+0.5%	+$458	﹤0.01%	802
2024 Q4	$106K	Buy	4,947 +23	+0.5%	+$487	﹤0.01%	782
2024 Q3	$87.7K	Sell	4,924 -6,744	-58%	-$120K	﹤0.01%	821
2024 Q2	$201K	Buy	11,668 +28	+0.2%	+$466	﹤0.01%	648
2024 Q1	$208K	Buy	11,640 +23	+0.2%	+$408	﹤0.01%	641
2023 Q4	$234K	Buy	11,617 +28	+0.2%	+$497	﹤0.01%	616
2023 Q3	$192K	Buy	11,589 +27	+0.2%	+$458	﹤0.01%	629
2023 Q2	$154K	Buy	11,562 +28	+0.2%	+$386	﹤0.01%	686
2023 Q1	$192K	Buy	11,534 +16	+0.1%	+$365	﹤0.01%	669
2022 Q4	$297K	Buy	11,518 +17	+0.1%	+$463	0.01%	557
2022 Q3	$291K	Buy	11,501 +1,293	+13%	+$33.7K	0.01%	551
2022 Q2	$253K	Buy	10,208 +833	+9%	+$19.9K	0.01%	586
2022 Q1	$217K	Hold	9,375	–	–	﹤0.01%	656
2021 Q4	$201K	Sell	9,375 -1,000	-10%	-$20.5K	﹤0.01%	676
2021 Q3	$211K	Hold	10,375	–	–	﹤0.01%	627
2021 Q2	$214K	Hold	10,375	–	–	﹤0.01%	637
2021 Q1	$229K	Buy	10,375 +6,769	+188%	+$147K	﹤0.01%	618
2020 Q4	$70K	Hold	3,606	–	–	﹤0.01%	785
2020 Q3	$60K	Hold	3,606	–	–	﹤0.01%	797
2020 Q2	$68K	Hold	3,606	–	–	﹤0.01%	742
2020 Q1	$72K	Hold	3,606	–	–	﹤0.01%	729
2019 Q4	$78K	Hold	3,606	–	–	﹤0.01%	744
2019 Q3	$75K	Hold	3,606	–	–	﹤0.01%	744
2019 Q2	$76K	Hold	3,606	–	–	﹤0.01%	712
2019 Q1	$76K	Hold	3,606	–	–	﹤0.01%	701
2018 Q4	$73K	Sell	3,606 -387	-10%	-$8.39K	﹤0.01%	696
2018 Q3	$89K	Hold	3,993	–	–	﹤0.01%	658
2018 Q2	$89K	Sell	3,993 -210	-5%	-$4.83K	﹤0.01%	638
2018 Q1	$95K	Hold	4,203	–	–	﹤0.01%	649
2017 Q4	$99K	Hold	4,203	–	–	﹤0.01%	622
2017 Q3	$102K	Hold	4,203	–	–	﹤0.01%	604
2017 Q2	$94K	Hold	4,203	–	–	﹤0.01%	589
2017 Q1	$93K	Buy	4,203 +597	+17%	+$13.6K	﹤0.01%	597
2016 Q4	$83K	Hold	3,606	–	–	﹤0.01%	622
2016 Q3	$64K	Sell	3,606 -700	-16%	-$11.9K	﹤0.01%	660
2016 Q2	$71K	Hold	4,306	–	–	﹤0.01%	657
2016 Q1	$75K	Buy	4,306 +2,194	+104%	+$34.6K	﹤0.01%	640
2015 Q4	$36K	Hold	2,112	–	–	﹤0.01%	772
2015 Q3	$35K	Buy	2,112 +1,000	+90%	+$17.1K	﹤0.01%	768
2015 Q2	$20K	Buy	1,112 +412	+59%	+$6.78K	﹤0.01%	895
2015 Q1	$11K	Hold	700	–	–	﹤0.01%	997
2014 Q4	$11K	Buy	+700	New	+$10.7K	﹤0.01%	864

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Whittier Trust's CVBF Position: Q1 2026 in Review

Whittier Trust reduced its CVB Financial (CVBF) stake by 27% in Q1 2026, selling an estimated $19K and leaving 2,606 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Whittier Trust first reported a position in CVBF in Q4 2014 and has held it in 46 quarters since. The position peaked at $297K in Q4 2022. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

Whittier Trust held 2,606 shares of CVB Financial worth $51.4K as of Q1 2026.
Whittier Trust sold 964 CVB Financial shares in Q1 2026, an estimated $19K.
CVB Financial made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #833 holding.
Whittier Trust first reported a position in CVB Financial in Q4 2014 and has held it in 46 quarters since.
Whittier Trust's CVB Financial position peaked at $297K in Q4 2022.
284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.