AAS
CVBF icon

Ameritas Advisory Services’s CVB Financial CVBF Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-7,576
Closed -$150K – 2281
2025
Q2 		$150K Buy
+7,576
New +$141K 0.01% 829
2023
Q2 		– Sell
-7,576
Closed -$116K – 959
2023
Q1 		$116K Buy
+7,576
New +$173K 0.01% 944

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ameritas Advisory Services's CVBF Position: Q3 2025 in Review

Ameritas Advisory Services sold out of CVB Financial (CVBF) in Q3 2025, closing a stake of 7,576 shares — an estimated $150K sold.

Ameritas Advisory Services first reported a position in CVBF in Q1 2023 and held it in 2 quarters. The position peaked at $150K in Q2 2025. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

  • Ameritas Advisory Services reported no remaining CVB Financial position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 7,576 CVB Financial shares in Q3 2025, an estimated $150K.
  • Ameritas Advisory Services first reported a position in CVB Financial in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's CVB Financial position peaked at $150K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.