Y-Intercept (HK)’s CVB Financial CVBF Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-25,870	Closed	-$583K	–	1669
2026 Q2	$583K	Buy	+25,870	New	+$531K	0.01%	1272
2026 Q1	–	Sell	-21,923	Closed	-$408K	–	1639
2025 Q4	$408K	Buy	21,923 +9,521	+77%	+$182K	0.01%	1294
2025 Q3	$235K	Buy	+12,402	New	+$247K	0.01%	1440
2024 Q4	–	Sell	-33,529	Closed	-$597K	–	1267
2024 Q3	$597K	Buy	+33,529	New	+$598K	0.04%	694
2023 Q2	–	Sell	-47,352	Closed	-$790K	–	1344
2023 Q1	$790K	Buy	+47,352	New	+$1.08M	0.09%	331

Other funds holding CVBF

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Y-Intercept (HK)'s CVBF Position: Q3 2026 in Review

Y-Intercept (HK) sold out of CVB Financial (CVBF) in Q3 2026, closing a stake of 25,870 shares — an estimated $583K sold.

Y-Intercept (HK) first reported a position in CVBF in Q1 2023 and held it in 5 quarters. The position peaked at $790K in Q1 2023. 89 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

Y-Intercept (HK) reported no remaining CVB Financial position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 25,870 CVB Financial shares in Q3 2026, an estimated $583K.
Y-Intercept (HK) first reported a position in CVB Financial in Q1 2023 and held it in 5 quarters.
Y-Intercept (HK)'s CVB Financial position peaked at $790K in Q1 2023.
89 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.