YCM
CVBF icon

Yousif Capital Management’s CVB Financial CVBF Stock Holding History

Yousif Capital Management’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 		$976K Buy
43,284
+9,228
+27% +$190K 0.01% 1076
2026
Q1 		$660K Sell
34,056
-694
-2% -$13.6K 0.01% 1274
2025
Q4 		$687K Sell
34,750
-5,305
-13% -$101K 0.01% 1272
2025
Q3 		$757K Sell
40,055
-8,510
-18% -$169K 0.01% 1245
2025
Q2 		$961K Buy
48,565
+314
+0.7% +$5.85K 0.01% 1146
2025
Q1 		$891K Sell
48,251
-1,399
-3% -$27.9K 0.01% 1166
2024
Q4 		$1.06M Sell
49,650
-1,134
-2% -$24K 0.01% 1113
2024
Q3 		$905K Sell
50,784
-2,305
-4% -$41.1K 0.01% 1232
2024
Q2 		$915K Sell
53,089
-6,611
-11% -$110K 0.01% 1185
2024
Q1 		$1.07M Sell
59,700
-5,702
-9% -$101K 0.01% 1172
2023
Q4 		$1.32M Sell
65,402
-1,215
-2% -$21.6K 0.02% 1073
2023
Q3 		$1.1M Buy
66,617
+3,841
+6% +$65.2K 0.01% 1087
2023
Q2 		$834K Sell
62,776
-5,315
-8% -$73.3K 0.01% 1245
2023
Q1 		$1.14M Sell
68,091
-11,100
-14% -$253K 0.01% 1081
2022
Q4 		$2.04M Sell
79,191
-21,430
-21% -$584K 0.03% 753
2022
Q3 		$2.55M Sell
100,621
-2,269
-2% -$59.1K 0.04% 572
2022
Q2 		$2.55M Sell
102,890
-21,784
-17% -$521K 0.03% 638
2022
Q1 		$2.89M Buy
124,674
+6,930
+6% +$160K 0.03% 679
2021
Q4 		$2.52M Buy
+117,744
New +$2.41M 0.03% 810

Other funds holding CVBF

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Yousif Capital Management's CVBF Position: Q2 2026 in Review

Yousif Capital Management increased its CVB Financial (CVBF) stake by 27% in Q2 2026, buying an estimated $190K and bringing the position to 43,284 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #1076.

Yousif Capital Management first reported a position in CVBF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.89M in Q1 2022. 30 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Yousif Capital Management held 43,284 shares of CVB Financial worth $976K as of Q2 2026.
  • Yousif Capital Management bought 9,228 CVB Financial shares in Q2 2026, an estimated $190K.
  • CVB Financial made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1076 holding.
  • Yousif Capital Management first reported a position in CVB Financial in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's CVB Financial position peaked at $2.89M in Q1 2022.
  • 30 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.