CAWM
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Capital A Wealth Management’s CVB Financial CVBF Stock Holding History

Capital A Wealth 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
Q2 		$1.49K Buy
+74
New +$1.38K 0.02% 349

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $6.56B AUM 32.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital A Wealth Management's CVBF Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in CVB Financial (CVBF) in Q2 2025: 74 shares worth $1.49K. The stake represents 0.02% of the portfolio and ranks #349 among its holdings.

252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Capital A Wealth Management held 74 shares of CVB Financial worth $1.49K as of Q2 2025.
  • CVB Financial was a new Capital A Wealth Management position in Q2 2025.
  • CVB Financial made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #349 holding.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.