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Woodward Diversified Capital’s CVB Financial CVBF Stock Holding History

Woodward Diversified Capital’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
-19,000
Closed -$353K – 191
2025
Q4 		$353K Hold
19,000
– – 0.16% 124
2025
Q3 		$359K Hold
19,000
– – 0.17% 126
2025
Q2 		$376K Buy
+19,000
New +$354K 0.19% 113
2024
Q4 		– Sell
-19,000
Closed -$339K – 139
2024
Q3 		$339K Sell
19,000
-415
-2% -$7.4K 0.21% 112
2024
Q2 		$335K Hold
19,415
– – 0.2% 115
2024
Q1 		$346K Hold
19,415
– – 0.22% 112
2023
Q4 		$392K Buy
+19,415
New +$344K 0.25% 101

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $6.56B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Woodward Diversified Capital's CVBF Position: Q1 2026 in Review

Woodward Diversified Capital sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 19,000 shares — an estimated $353K sold.

Woodward Diversified Capital first reported a position in CVBF in Q4 2023 and held it in 7 quarters. The position peaked at $392K in Q4 2023. 285 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Woodward Diversified Capital reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
  • Woodward Diversified Capital sold 19,000 CVB Financial shares in Q1 2026, an estimated $353K.
  • Woodward Diversified Capital first reported a position in CVB Financial in Q4 2023 and held it in 7 quarters.
  • Woodward Diversified Capital's CVB Financial position peaked at $392K in Q4 2023.
  • 285 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Woodward Diversified Capital's 13F filing for Q1 2026, filed 24 Apr 2026.