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Edgestream Partners’s CVB Financial CVBF Stock Holding History

Edgestream Partners’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
Q3 		– Sell
-181,826
Closed -$3.6M – 908
2025
Q2 		$3.6M Buy
+181,826
New +$3.39M 0.1% 383
2024
Q3 		– Sell
-89,427
Closed -$1.54M – 884
2024
Q2 		$1.54M Sell
89,427
-6,900
-7% -$115K 0.07% 411
2024
Q1 		$1.72M Buy
96,327
+18,228
+23% +$323K 0.09% 370
2023
Q4 		$1.58M Buy
78,099
+62,127
+389% +$1.1M 0.11% 302
2023
Q3 		$265K Sell
15,972
-169,654
-91% -$2.88M 0.02% 739
2023
Q2 		$2.47M Buy
+185,626
New +$2.56M 0.22% 131

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Edgestream Partners's CVBF Position: Q3 2025 in Review

Edgestream Partners sold out of CVB Financial (CVBF) in Q3 2025, closing a stake of 181,826 shares — an estimated $3.6M sold.

Edgestream Partners first reported a position in CVBF in Q2 2023 and held it in 6 quarters. The position peaked at $3.6M in Q2 2025. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

  • Edgestream Partners reported no remaining CVB Financial position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 181,826 CVB Financial shares in Q3 2025, an estimated $3.6M.
  • Edgestream Partners first reported a position in CVB Financial in Q2 2023 and held it in 6 quarters.
  • Edgestream Partners's CVB Financial position peaked at $3.6M in Q2 2025.
  • 257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.