AG
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Algert Global’s CVB Financial CVBF Stock Holding History

Algert Global’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
Q1 		– Sell
-12,673
Closed -$271K – 1207
2024
Q4 		$271K Buy
+12,673
New +$268K 0.01% 1010
2024
Q3 		– Sell
-14,031
Closed -$242K – 1268
2024
Q2 		$242K Sell
14,031
-61,985
-82% -$1.03M 0.01% 1210
2024
Q1 		$1.36M Sell
76,016
-45,270
-37% -$803K 0.05% 538
2023
Q4 		$2.45M Sell
121,286
-106,900
-47% -$1.9M 0.1% 353
2023
Q3 		$3.78M Buy
228,186
+24,114
+12% +$409K 0.18% 176
2023
Q2 		$2.71M Buy
204,072
+134,936
+195% +$1.86M 0.12% 276
2023
Q1 		$1.15M Buy
69,136
+5,336
+8% +$122K 0.05% 591
2022
Q4 		$1.64M Buy
63,800
+35,180
+123% +$958K 0.09% 362
2022
Q3 		$725K Buy
28,620
+12,869
+82% +$335K 0.04% 678
2022
Q2 		$391K Hold
15,751
– – 0.03% 838
2022
Q1 		$366K Sell
15,751
-2,034
-11% -$47.1K 0.02% 915
2021
Q4 		$381K Hold
17,785
– – 0.05% 644
2021
Q3 		$362K Buy
+17,785
New +$351K 0.05% 681

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Algert Global's CVBF Position: Q1 2025 in Review

Algert Global sold out of CVB Financial (CVBF) in Q1 2025, closing a stake of 12,673 shares — an estimated $271K sold.

Algert Global first reported a position in CVBF in Q3 2021 and held it in 13 quarters. The position peaked at $3.78M in Q3 2023. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2025.

  • Algert Global reported no remaining CVB Financial position as of Q1 2025 after selling out during the quarter.
  • Algert Global sold 12,673 CVB Financial shares in Q1 2025, an estimated $271K.
  • Algert Global first reported a position in CVB Financial in Q3 2021 and held it in 13 quarters.
  • Algert Global's CVB Financial position peaked at $3.78M in Q3 2023.
  • 238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.