CWM
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CIBC World Markets’s CVB Financial CVBF Stock Holding History

CIBC World Markets’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 		$323K Sell
16,299
-13,101
-45% -$244K ﹤0.01% 1070
2025
Q1 		$543K Buy
29,400
+17,001
+137% +$339K ﹤0.01% 969
2024
Q4 		$265K Buy
+12,399
New +$262K ﹤0.01% 988

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
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
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

CIBC World Markets's CVBF Position: Q2 2025 in Review

CIBC World Markets reduced its CVB Financial (CVBF) stake by 45% in Q2 2025, selling an estimated $244K and leaving 16,299 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

CIBC World Markets first reported a position in CVBF in Q4 2024 and has held it in 3 quarters since. The position peaked at $543K in Q1 2025. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • CIBC World Markets held 16,299 shares of CVB Financial worth $323K as of Q2 2025.
  • CIBC World Markets sold 13,101 CVB Financial shares in Q2 2025, an estimated $244K.
  • CVB Financial made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1070 holding.
  • CIBC World Markets first reported a position in CVB Financial in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's CVB Financial position peaked at $543K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.