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Aster Capital Management’s CVB Financial CVBF Stock Holding History

Aster 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
2026
Q1 		– Sell
-1,989
Closed -$37K – 947
2025
Q4 		$37K Buy
1,989
+1,967
+8,941% +$37.6K 0.02% 525
2025
Q3 		$416 Buy
+22
New +$438 ﹤0.01% 920
2025
Q1 		– Sell
-559
Closed -$12K – 1332
2024
Q4 		$12K Buy
+559
New +$11.8K ﹤0.01% 730

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Aster Capital Management's CVBF Position: Q1 2026 in Review

Aster Capital Management sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 1,989 shares — an estimated $37K sold.

Aster Capital Management first reported a position in CVBF in Q4 2024 and held it in 3 quarters. The position peaked at $37K in Q4 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Aster Capital Management reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
  • Aster Capital Management sold 1,989 CVB Financial shares in Q1 2026, an estimated $37K.
  • Aster Capital Management first reported a position in CVB Financial in Q4 2024 and held it in 3 quarters.
  • Aster Capital Management's CVB Financial position peaked at $37K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.