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World Investment Advisors’s CVB Financial CVBF Stock Holding History

World Investment Advisors’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 		$506K Buy
26,095
+57
+0.2% +$1.17K 0.01% 956
2026
Q1 		$505K Sell
26,038
-3,128
-11% -$61.5K 0.01% 983
2025
Q4 		$542K Sell
29,166
-1,683
-5% -$32.2K 0.01% 894
2025
Q3 		$583K Buy
30,849
+263
+0.9% +$5.24K 0.01% 726
2025
Q2 		$605K Buy
30,586
+2,353
+8% +$43.8K 0.01% 668
2025
Q1 		$521K Buy
28,233
+1,304
+5% +$26K 0.01% 685
2024
Q4 		$580K Buy
26,929
+4,075
+18% +$86.2K 0.02% 630
2024
Q3 		$407K Buy
22,854
+225
+1% +$4.01K 0.01% 638
2024
Q2 		$390K Sell
22,629
-301
-1% -$5.01K 0.02% 446
2024
Q1 		$409K Buy
22,930
+7,341
+47% +$130K 0.06% 254
2023
Q4 		$315K Buy
15,589
+177
+1% +$3.14K 0.04% 298
2023
Q3 		$255K Buy
15,412
+2,987
+24% +$50.7K 0.05% 221
2023
Q2 		$165K Buy
+12,425
New +$171K 0.03% 252

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

World Investment Advisors's CVBF Position: Q2 2026 in Review

World Investment Advisors increased its CVB Financial (CVBF) stake by 0.22% in Q2 2026, buying an estimated $1.17K and bringing the position to 26,095 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #956.

World Investment Advisors first reported a position in CVBF in Q2 2023 and has held it in 13 quarters since. The position peaked at $605K in Q2 2025. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • World Investment Advisors held 26,095 shares of CVB Financial worth $506K as of Q2 2026.
  • World Investment Advisors bought 57 CVB Financial shares in Q2 2026, an estimated $1.17K.
  • CVB Financial made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #956 holding.
  • World Investment Advisors first reported a position in CVB Financial in Q2 2023 and has held it in 13 quarters since.
  • World Investment Advisors's CVB Financial position peaked at $605K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.