Avion Wealth’s CVB Financial CVBF Stock Holding History

Avion Wealth’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	-29	Closed	–	–	1257
2025 Q1	$0	Buy	+29	New	+$578	﹤0.01%	1086
2024 Q4	–	Sell	-29	Closed	–	–	1060
2024 Q3	$0	Buy	+29	New	+$517	﹤0.01%	1067

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

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

SAM

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avion Wealth's CVBF Position: Q2 2025 in Review

Avion Wealth sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 29 shares.

Avion Wealth first reported a position in CVBF in Q3 2024 and held it in 2 quarters. The position peaked at $0 in Q1 2025. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

Avion Wealth reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 29 CVB Financial shares in Q2 2025.
Avion Wealth first reported a position in CVB Financial in Q3 2024 and held it in 2 quarters.
Avion Wealth's CVB Financial position peaked at $0 in Q1 2025.
252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.