Allianz Asset Management
CVBF icon

Allianz Asset Management’s CVB Financial CVBF Stock Holding History

Allianz Asset 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
2025
Q2 		– Sell
-19,900
Closed -$367K – 2065
2025
Q1 		$367K Sell
19,900
-7,400
-27% -$147K ﹤0.01% 1972
2024
Q4 		$584K Sell
27,300
-4,300
-14% -$91K ﹤0.01% 1805
2024
Q3 		$563K Sell
31,600
-47,700
-60% -$851K ﹤0.01% 1820
2024
Q2 		$1.37M Buy
79,300
+50,100
+172% +$834K ﹤0.01% 1459
2024
Q1 		$521K Hold
29,200
– – ﹤0.01% 1611
2023
Q4 		$590K Sell
29,200
-7,600
-21% -$135K ﹤0.01% 1796
2023
Q3 		$610K Hold
36,800
– – ﹤0.01% 1857
2023
Q2 		$489K Buy
+36,800
New +$508K ﹤0.01% 1749
2020
Q3 		– Sell
-151,492
Closed -$2.84M – 1974
2020
Q2 		$2.84M Buy
+151,492
New +$2.89M ﹤0.01% 1456
2014
Q2 		– Sell
-297,390
Closed -$4.73M – 1959
2014
Q1 		$4.73M Hold
297,390
– – 0.01% 969
2013
Q4 		$5.08M Buy
+297,390
New +$4.53M 0.01% 943
2013
Q3 		– Sell
-19,564
Closed -$230K – 1784
2013
Q2 		$230K Buy
+19,564
New +$218K ﹤0.01% 1606

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

Allianz Asset Management's CVBF Position: Q2 2025 in Review

Allianz Asset Management sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 19,900 shares — an estimated $367K sold.

Allianz Asset Management first reported a position in CVBF in Q2 2013 and held it in 12 quarters. The position peaked at $5.08M in Q4 2013. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Allianz Asset Management reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
  • Allianz Asset Management sold 19,900 CVB Financial shares in Q2 2025, an estimated $367K.
  • Allianz Asset Management first reported a position in CVB Financial in Q2 2013 and held it in 12 quarters.
  • Allianz Asset Management's CVB Financial position peaked at $5.08M in Q4 2013.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Allianz Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.