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 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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Y-Intercept (HK)'s CVBF Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in CVB Financial (CVBF) in Q2 2026: 25,870 shares worth $583K. The stake represents 0.01% of the portfolio and ranks #1272 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in CVBF as recently as Q4 2025.

Y-Intercept (HK) first reported a position in CVBF in Q1 2023 and has held it in 5 quarters since. The position peaked at $790K in Q1 2023. 42 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Y-Intercept (HK) held 25,870 shares of CVB Financial worth $583K as of Q2 2026.
CVB Financial was a new Y-Intercept (HK) position in Q2 2026.
CVB Financial made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1272 holding.
Y-Intercept (HK) first reported a position in CVB Financial in Q1 2023 and has held it in 5 quarters since.
Y-Intercept (HK)'s CVB Financial position peaked at $790K in Q1 2023.
42 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.