Aquatic Capital Management’s CVB Financial CVBF Stock Holding History

Aquatic Capital 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 Q4	–	Sell	-11,072	Closed	-$209K	–	1462
2025 Q3	$209K	Buy	+11,072	New	+$220K	﹤0.01%	1085
2024 Q2	–	Sell	-47,500	Closed	-$847K	–	1305
2024 Q1	$847K	Buy	47,500 +46,500	+4,650%	+$825K	0.03%	422
2023 Q4	$20K	Sell	1,000 -3,500	-78%	-$62.1K	﹤0.01%	1218
2023 Q3	$75K	Buy	+4,500	New	+$76.3K	﹤0.01%	882
2023 Q2	–	Sell	-22,200	Closed	-$370K	–	1417
2023 Q1	$370K	Buy	22,200 +21,600	+3,600%	+$492K	0.02%	473
2022 Q4	$15K	Sell	600 -16,700	-97%	-$455K	﹤0.01%	1182
2022 Q3	$438K	Buy	17,300 +17,000	+5,667%	+$443K	0.04%	439
2022 Q2	$7K	Buy	+300	New	+$7.17K	﹤0.01%	1010
2022 Q1	–	Sell	-3,800	Closed	-$81K	–	1168
2021 Q4	$81K	Buy	+3,800	New	+$77.9K	0.16%	170

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

Aquatic Capital Management's CVBF Position: Q4 2025 in Review

Aquatic Capital Management sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 11,072 shares — an estimated $209K sold.

Aquatic Capital Management first reported a position in CVBF in Q4 2021 and held it in 9 quarters. The position peaked at $847K in Q1 2024. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

Aquatic Capital Management reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
Aquatic Capital Management sold 11,072 CVB Financial shares in Q4 2025, an estimated $209K.
Aquatic Capital Management first reported a position in CVB Financial in Q4 2021 and held it in 9 quarters.
Aquatic Capital Management's CVB Financial position peaked at $847K in Q1 2024.
264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Aquatic Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.