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Fiduciary Trust’s CVB Financial CVBF Stock Holding History

Fiduciary 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
Q1 		– Sell
-10,374
Closed -$222K – 823
2024
Q4 		$222K Buy
+10,374
New +$219K ﹤0.01% 637

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fiduciary Trust's CVBF Position: Q1 2025 in Review

Fiduciary Trust sold out of CVB Financial (CVBF) in Q1 2025, closing a stake of 10,374 shares — an estimated $222K sold.

Fiduciary Trust first reported a position in CVBF in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2025.

  • Fiduciary Trust reported no remaining CVB Financial position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Trust sold 10,374 CVB Financial shares in Q1 2025, an estimated $222K.
  • Fiduciary Trust first reported a position in CVB Financial in Q4 2024 and held it in 1 quarter.
  • Fiduciary Trust's CVB Financial position peaked at $222K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2025.

Based on Fiduciary Trust's 13F filing for Q1 2025, filed 15 May 2025.