Dynamic Technology Lab’s CVB Financial CVBF Stock Holding History

Dynamic Technology Lab’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	-37,825	Closed	-$715K	–	825
2025 Q3	$715K	Buy	+37,825	New	+$753K	0.12%	286
2021 Q4	–	Sell	-25,131	Closed	-$512K	–	1189
2021 Q3	$512K	Buy	+25,131	New	+$496K	0.06%	516
2021 Q2	–	Sell	-10,932	Closed	-$241K	–	1198
2021 Q1	$241K	Buy	+10,932	New	+$238K	0.03%	878
2020 Q3	–	Sell	-14,177	Closed	-$266K	–	1054
2020 Q2	$266K	Buy	+14,177	New	+$271K	0.04%	714
2020 Q1	–	Sell	-42,953	Closed	-$927K	–	1090
2019 Q4	$927K	Buy	+42,953	New	+$910K	0.15%	207
2019 Q3	–	Sell	-41,699	Closed	-$877K	–	1009
2019 Q2	$877K	Buy	+41,699	New	+$889K	0.15%	212
2018 Q1	–	Sell	-39,038	Closed	-$919K	–	1099
2017 Q4	$919K	Buy	+39,038	New	+$927K	0.16%	152
2014 Q4	–	Sell	-37,573	Closed	-$539K	–	690
2014 Q3	$539K	Buy	+37,573	New	+$579K	0.26%	91
2014 Q2	–	Sell	-27,929	Closed	-$444K	–	690
2014 Q1	$444K	Buy	+27,929	New	+$441K	0.26%	83

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Dynamic Technology Lab's CVBF Position: Q4 2025 in Review

Dynamic Technology Lab sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 37,825 shares — an estimated $715K sold.

Dynamic Technology Lab first reported a position in CVBF in Q1 2014 and held it in 9 quarters. The position peaked at $927K in Q4 2019. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

Dynamic Technology Lab reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
Dynamic Technology Lab sold 37,825 CVB Financial shares in Q4 2025, an estimated $715K.
Dynamic Technology Lab first reported a position in CVB Financial in Q1 2014 and held it in 9 quarters.
Dynamic Technology Lab's CVB Financial position peaked at $927K in Q4 2019.
264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.