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CVBF icon

Xponance’s CVB Financial CVBF Stock Holding History

Xponance’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 		$240K Buy
12,356
+1,992
+19% +$39.2K ﹤0.01% 1389
2025
Q4 		$193K Sell
10,364
-26
-0.3% -$497 ﹤0.01% 1401
2025
Q3 		$196K Buy
10,390
+103
+1% +$2.05K ﹤0.01% 1368
2025
Q2 		$204K Buy
+10,287
New +$192K ﹤0.01% 1322
2025
Q1 		– Sell
-9,539
Closed -$204K – 1461
2024
Q4 		$204K Buy
+9,539
New +$202K ﹤0.01% 1288

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

Xponance's CVBF Position: Q1 2026 in Review

Xponance increased its CVB Financial (CVBF) stake by 19% in Q1 2026, buying an estimated $39.2K and bringing the position to 12,356 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Xponance first reported a position in CVBF in Q4 2024 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Xponance held 12,356 shares of CVB Financial worth $240K as of Q1 2026.
  • Xponance bought 1,992 CVB Financial shares in Q1 2026, an estimated $39.2K.
  • CVB Financial made up ﹤0.01% of Xponance's portfolio in Q1 2026, its #1389 holding.
  • Xponance first reported a position in CVB Financial in Q4 2024 and has held it in 5 quarters since.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.