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Fox Run Management’s CVB Financial CVBF Stock Holding History

Fox Run Management’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
-17,115
Closed -$339K – 984
2025
Q2 		$339K Buy
+17,115
New +$319K 0.06% 608
2024
Q1 		– Sell
-19,604
Closed -$396K – 810
2023
Q4 		$396K Buy
+19,604
New +$348K 0.1% 384
2018
Q4 		– Sell
-17,209
Closed -$384K – 552
2018
Q3 		$384K Buy
17,209
+4,722
+38% +$111K 0.17% 271
2018
Q2 		$280K Buy
+12,487
New +$287K 0.09% 469

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

Fox Run Management's CVBF Position: Q3 2025 in Review

Fox Run Management sold out of CVB Financial (CVBF) in Q3 2025, closing a stake of 17,115 shares — an estimated $339K sold.

Fox Run Management first reported a position in CVBF in Q2 2018 and held it in 4 quarters. The position peaked at $396K in Q4 2023. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

  • Fox Run Management reported no remaining CVB Financial position as of Q3 2025 after selling out during the quarter.
  • Fox Run Management sold 17,115 CVB Financial shares in Q3 2025, an estimated $339K.
  • Fox Run Management first reported a position in CVB Financial in Q2 2018 and held it in 4 quarters.
  • Fox Run Management's CVB Financial position peaked at $396K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

Based on Fox Run Management's 13F filing for Q3 2025, filed 12 Nov 2025.