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 Q2	$386K	Buy	17,122 +4,766	+39%	+$97.9K	﹤0.01%	1249
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Xponance's CVBF Position: Q2 2026 in Review

Xponance increased its CVB Financial (CVBF) stake by 39% in Q2 2026, buying an estimated $97.9K and bringing the position to 17,122 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Xponance first reported a position in CVBF in Q4 2024 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Xponance held 17,122 shares of CVB Financial worth $386K as of Q2 2026.
Xponance bought 4,766 CVB Financial shares in Q2 2026, an estimated $97.9K.
CVB Financial made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1249 holding.
Xponance first reported a position in CVB Financial in Q4 2024 and has held it in 6 quarters since.
324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.