WG
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Winton Group’s CVB Financial CVBF Stock Holding History

Winton 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 		$4.9M Buy
+217,295
New +$4.46M 0.16% 163
2023
Q2 		– Sell
-66,526
Closed -$1.11M – 844
2023
Q1 		$1.11M Buy
66,526
+15,488
+30% +$353K 0.07% 411
2022
Q4 		$1.31M Buy
51,038
+3,008
+6% +$82K 0.09% 332
2022
Q3 		$1.22M Buy
48,030
+17,249
+56% +$449K 0.08% 346
2022
Q2 		$764K Buy
+30,781
New +$736K 0.04% 573
2018
Q4 		– Sell
-20,835
Closed -$465K – 894
2018
Q3 		$465K Buy
+20,835
New +$492K 0.01% 653

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Winton Group's CVBF Position: Q2 2026 in Review

Winton Group opened a new position in CVB Financial (CVBF) in Q2 2026: 217,295 shares worth $4.9M. The stake represents 0.16% of the portfolio and ranks #163 among its holdings. This is a return to the name: Winton Group previously reported a position in CVBF as recently as Q1 2023.

Winton Group first reported a position in CVBF in Q3 2018 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Winton Group held 217,295 shares of CVB Financial worth $4.9M as of Q2 2026.
  • CVB Financial was a new Winton Group position in Q2 2026.
  • CVB Financial made up 0.16% of Winton Group's portfolio in Q2 2026, its #163 holding.
  • Winton Group first reported a position in CVB Financial in Q3 2018 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.