Capstone Investment Advisors
CVBF icon

Capstone Investment Advisors’s CVB Financial CVBF Stock Holding History

Capstone Investment Advisors’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
-36,832
Closed -$696K – 1689
2025
Q3 		$696K Buy
+36,832
New +$733K ﹤0.01% 1175

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's CVBF Position: Q4 2025 in Review

Capstone Investment Advisors sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 36,832 shares — an estimated $696K sold.

Capstone Investment Advisors first reported a position in CVBF in Q3 2025 and held it in 1 quarter. The position peaked at $696K in Q3 2025. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Capstone Investment Advisors reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 36,832 CVB Financial shares in Q4 2025, an estimated $696K.
  • Capstone Investment Advisors first reported a position in CVB Financial in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's CVB Financial position peaked at $696K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.