WIA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
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

World Investment Advisors's CVBF Position: Q1 2026 in Review

World Investment Advisors reduced its CVB Financial (CVBF) stake by 11% in Q1 2026, selling an estimated $61.5K and leaving 26,038 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #983.

World Investment Advisors first reported a position in CVBF in Q2 2023 and has held it in 12 quarters since. The position peaked at $605K in Q2 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • World Investment Advisors held 26,038 shares of CVB Financial worth $505K as of Q1 2026.
  • World Investment Advisors sold 3,128 CVB Financial shares in Q1 2026, an estimated $61.5K.
  • CVB Financial made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #983 holding.
  • World Investment Advisors first reported a position in CVB Financial in Q2 2023 and has held it in 12 quarters since.
  • World Investment Advisors's CVB Financial position peaked at $605K in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.