First Horizon Advisors’s CVB Financial CVBF Stock Holding History

First Horizon Advisors’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 Q2	$13.8K	Buy	+697	New	+$13K	﹤0.01%	1558
2024 Q1	–	Sell	-1,124	Closed	-$22.7K	–	2304
2023 Q4	$22.7K	Hold	1,124	–	–	﹤0.01%	1287
2023 Q3	$18.6K	Hold	1,124	–	–	﹤0.01%	1278
2023 Q2	$14.9K	Buy	1,124 +337	+43%	+$4.65K	﹤0.01%	1382
2023 Q1	$13.1K	Buy	787 +113	+17%	+$2.58K	﹤0.01%	1441
2022 Q4	$17.4K	Hold	674	–	–	﹤0.01%	1301
2022 Q3	$17K	Sell	674 -126	-16%	-$3.28K	﹤0.01%	1289
2022 Q2	$20K	Buy	+800	New	+$19.1K	﹤0.01%	1286
2016 Q2	–	Sell	-29	Closed	–	–	1337
2016 Q1	$0	Buy	29 +1	+4%	+$16	﹤0.01%	1339
2015 Q4	$0	Sell	28 -173	-86%	-$3.03K	﹤0.01%	1283
2015 Q3	$3K	Sell	201 -71	-26%	-$1.21K	﹤0.01%	1256
2015 Q2	$4K	Sell	272 -66	-20%	-$1.09K	﹤0.01%	1239
2015 Q1	$5K	Buy	+338	New	+$5.24K	﹤0.01%	1222

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Horizon Advisors's CVBF Position: Q2 2025 in Review

First Horizon Advisors opened a new position in CVB Financial (CVBF) in Q2 2025: 697 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #1558 among its holdings. This is a return to the name: First Horizon Advisors previously reported a position in CVBF as recently as Q4 2023.

First Horizon Advisors first reported a position in CVBF in Q1 2015 and has held it in 13 quarters since. The position peaked at $22.7K in Q4 2023. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

First Horizon Advisors held 697 shares of CVB Financial worth $13.8K as of Q2 2025.
CVB Financial was a new First Horizon Advisors position in Q2 2025.
CVB Financial made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1558 holding.
First Horizon Advisors first reported a position in CVB Financial in Q1 2015 and has held it in 13 quarters since.
First Horizon Advisors's CVB Financial position peaked at $22.7K in Q4 2023.
252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.