EI
CVBF icon

Ethic Inc’s CVB Financial CVBF Stock Holding History

Ethic Inc’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
-10,167
Closed -$200K – 1226
2025
Q2 		$200K Sell
10,167
-6,600
-39% -$123K ﹤0.01% 1125
2025
Q1 		$309K Sell
16,767
-1,498
-8% -$29.9K 0.01% 927
2024
Q4 		$391K Sell
18,265
-61
-0.3% -$1.29K 0.01% 871
2024
Q3 		$327K Sell
18,326
-432
-2% -$7.71K 0.01% 861
2024
Q2 		$323K Buy
18,758
+432
+2% +$7.2K 0.01% 887
2024
Q1 		$327K Sell
18,326
-12,877
-41% -$228K 0.01% 860
2023
Q4 		$630K Sell
31,203
-4,436
-12% -$78.7K 0.02% 666
2023
Q3 		$591K Buy
+35,639
New +$605K 0.02% 627

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

Ethic Inc's CVBF Position: Q3 2025 in Review

Ethic Inc sold out of CVB Financial (CVBF) in Q3 2025, closing a stake of 10,167 shares — an estimated $200K sold.

Ethic Inc first reported a position in CVBF in Q3 2023 and held it in 8 quarters. The position peaked at $630K in Q4 2023. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

  • Ethic Inc reported no remaining CVB Financial position as of Q3 2025 after selling out during the quarter.
  • Ethic Inc sold 10,167 CVB Financial shares in Q3 2025, an estimated $200K.
  • Ethic Inc first reported a position in CVB Financial in Q3 2023 and held it in 8 quarters.
  • Ethic Inc's CVB Financial position peaked at $630K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

Based on Ethic Inc's 13F filing for Q3 2025, filed 17 Oct 2025.