AlphaQuest’s CVB Financial CVBF Stock Holding History

AlphaQuest’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 Q4	–	Sell	-704	Closed	-$13.3K	–	2261
2025 Q3	$13.3K	Buy	+704	New	+$14K	﹤0.01%	2141
2025 Q2	–	Sell	-1,442	Closed	-$26.6K	–	2105
2025 Q1	$26.6K	Buy	+1,442	New	+$28.7K	﹤0.01%	1660
2024 Q4	–	Sell	-1	Closed	-$18	–	1764
2024 Q3	$18	Buy	+1	New	+$18	﹤0.01%	1851
2024 Q2	–	Sell	-14,504	Closed	-$259K	–	1646
2024 Q1	$259K	Buy	+14,504	New	+$257K	0.05%	570

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlphaQuest's CVBF Position: Q4 2025 in Review

AlphaQuest sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 704 shares — an estimated $13.3K sold.

AlphaQuest first reported a position in CVBF in Q1 2024 and held it in 4 quarters. The position peaked at $259K in Q1 2024. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

AlphaQuest reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
AlphaQuest sold 704 CVB Financial shares in Q4 2025, an estimated $13.3K.
AlphaQuest first reported a position in CVB Financial in Q1 2024 and held it in 4 quarters.
AlphaQuest's CVB Financial position peaked at $259K in Q1 2024.
264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on AlphaQuest's 13F filing for Q4 2025, filed 9 Feb 2026.