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Equitable Trust’s CVB Financial CVBF Stock Holding History

Equitable Trust’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
-13,982
Closed -$264K – 444
2025
Q3 		$264K Buy
+13,982
New +$278K 0.01% 401
2024
Q1 		– Sell
-27,779
Closed -$561K – 425
2023
Q4 		$561K Buy
27,779
+1,705
+7% +$30.3K 0.04% 260
2023
Q3 		$432K Buy
26,074
+1,994
+8% +$33.8K 0.04% 280
2023
Q2 		$320K Buy
24,080
+7,556
+46% +$104K 0.02% 328
2023
Q1 		$276K Buy
16,524
+6,327
+62% +$144K 0.02% 349
2022
Q4 		$263K Buy
10,197
+1,881
+23% +$51.2K 0.02% 352
2022
Q3 		$211K Buy
+8,316
New +$217K 0.02% 364

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

Equitable Trust's CVBF Position: Q4 2025 in Review

Equitable Trust sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 13,982 shares — an estimated $264K sold.

Equitable Trust first reported a position in CVBF in Q3 2022 and held it in 7 quarters. The position peaked at $561K in Q4 2023. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Equitable Trust reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • Equitable Trust sold 13,982 CVB Financial shares in Q4 2025, an estimated $264K.
  • Equitable Trust first reported a position in CVB Financial in Q3 2022 and held it in 7 quarters.
  • Equitable Trust's CVB Financial position peaked at $561K in Q4 2023.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Equitable Trust's 13F filing for Q4 2025, filed 2 Feb 2026.