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Coldstream Capital Management’s CVB Financial CVBF Stock Holding History

Coldstream 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
2025
Q2 		– Sell
-1,258
Closed -$23.2K – 1642
2025
Q1 		$23.2K Buy
+1,258
New +$25.1K ﹤0.01% 2043

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

Coldstream Capital Management's CVBF Position: Q2 2025 in Review

Coldstream Capital Management sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 1,258 shares — an estimated $23.2K sold.

Coldstream Capital Management first reported a position in CVBF in Q1 2025 and held it in 1 quarter. The position peaked at $23.2K in Q1 2025. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Coldstream Capital Management reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,258 CVB Financial shares in Q2 2025, an estimated $23.2K.
  • Coldstream Capital Management first reported a position in CVB Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's CVB Financial position peaked at $23.2K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.