GRP
CVBF icon

Global Retirement Partners’s CVB Financial CVBF Stock Holding History

Global Retirement Partners’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 		$196K Hold
10,533
– – ﹤0.01% 1486
2025
Q3 		$199K Buy
10,533
+10,440
+11,226% +$208K ﹤0.01% 1182
2025
Q2 		$1.83K Buy
+93
New +$1.73K ﹤0.01% 3270
2024
Q4 		$941 Hold
44
– – ﹤0.01% 3286
2024
Q3 		$777 Buy
44
+12
+38% +$214 ﹤0.01% 3204
2024
Q2 		$556 Hold
32
– – ﹤0.01% 3278
2024
Q1 		$569 Hold
32
– – ﹤0.01% 3108
2023
Q4 		$589 Buy
32
+1
+3% +$18 ﹤0.01% 3038
2023
Q3 		$498 Hold
31
– – ﹤0.01% 2961
2023
Q2 		$409 Hold
31
– – ﹤0.01% 2992
2023
Q1 		$404 Sell
31
-100
-76% -$2.28K ﹤0.01% 2969
2022
Q4 		$3.38K Hold
131
– – ﹤0.01% 2158
2022
Q3 		$4K Buy
131
+46
+54% +$1.2K ﹤0.01% 1983
2022
Q2 		$2K Buy
85
+7
+9% +$167 ﹤0.01% 2176
2022
Q1 		$2K Buy
+78
New +$1.8K ﹤0.01% 2161
2021
Q1 		– Sell
-812
Closed -$16K – 1800
2020
Q4 		$16K Buy
812
+62
+8% +$1.17K ﹤0.01% 1107
2020
Q3 		$12K Hold
750
– – ﹤0.01% 1080
2020
Q2 		$14K Buy
750
+487
+185% +$9.29K ﹤0.01% 1012
2020
Q1 		$5K Buy
+263
New +$5.29K ﹤0.01% 1211

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

Global Retirement Partners's CVBF Position: Q4 2025 in Review

Global Retirement Partners held its CVB Financial (CVBF) position steady in Q4 2025 at 10,533 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Global Retirement Partners first reported a position in CVBF in Q1 2020 and has held it in 19 quarters since. The position peaked at $199K in Q3 2025. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Global Retirement Partners held 10,533 shares of CVB Financial worth $196K as of Q4 2025.
  • Global Retirement Partners left its CVB Financial share count unchanged in Q4 2025.
  • CVB Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1486 holding.
  • Global Retirement Partners first reported a position in CVB Financial in Q1 2020 and has held it in 19 quarters since.
  • Global Retirement Partners's CVB Financial position peaked at $199K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.