AACP
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Advantage Alpha Capital Partners’s CVB Financial CVBF Stock Holding History

Advantage Alpha Capital Partners’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
2025
Q2 		– Sell
-11,678
Closed -$216K – 131
2025
Q1 		$216K Sell
11,678
-18,129
-61% -$361K 0.05% 133
2024
Q4 		$638K Buy
29,807
+3,383
+13% +$71.6K 0.15% 103
2024
Q3 		$471K Buy
26,424
+9,223
+54% +$165K 0.11% 140
2024
Q2 		$297K Sell
17,201
-1,809
-10% -$30.1K 0.06% 149
2024
Q1 		$339K Sell
19,010
-6,726
-26% -$119K 0.06% 155
2023
Q4 		$520K Buy
+25,736
New +$457K 0.1% 138
2022
Q3 		– Sell
-14,407
Closed -$357K – 96
2022
Q2 		$357K Sell
14,407
-980
-6% -$23.4K 0.06% 103
2022
Q1 		$357K Sell
15,387
-28,350
-65% -$656K 0.05% 121
2021
Q4 		$936K Buy
43,737
+9,345
+27% +$192K 0.13% 107
2021
Q3 		$701K Sell
34,392
-12,653
-27% -$250K 0.13% 111
2021
Q2 		$969K Buy
47,045
+1,488
+3% +$32.5K 0.19% 110
2021
Q1 		$1.01M Buy
45,557
+3,224
+8% +$70.1K 0.21% 109
2020
Q4 		$825K Buy
+42,333
New +$801K 0.18% 106

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advantage Alpha Capital Partners's CVBF Position: Q2 2025 in Review

Advantage Alpha Capital Partners sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 11,678 shares — an estimated $216K sold.

Advantage Alpha Capital Partners first reported a position in CVBF in Q4 2020 and held it in 13 quarters. The position peaked at $1.01M in Q1 2021. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Advantage Alpha Capital Partners reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 11,678 CVB Financial shares in Q2 2025, an estimated $216K.
  • Advantage Alpha Capital Partners first reported a position in CVB Financial in Q4 2020 and held it in 13 quarters.
  • Advantage Alpha Capital Partners's CVB Financial position peaked at $1.01M in Q1 2021.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q2 2025, filed 13 Aug 2025.