Group One Trading
CVBF icon

Group One Trading’s CVB Financial CVBF Stock Holding History

Group One Trading’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 		– Sell
-100
Closed -$1.89K – 8296
2025
Q3 		$1.89K Buy
+100
New +$1.99K ﹤0.01% 7913
2024
Q2 		– Sell
-2,200
Closed -$39.2K – 6847
2024
Q1 		$39.2K Buy
2,200
+2,100
+2,100% +$37.3K ﹤0.01% 4911
2023
Q4 		$2.02K Sell
100
-3,500
-97% -$62.1K ﹤0.01% 6817
2023
Q3 		$59.7K Sell
3,600
-42,100
-92% -$714K ﹤0.01% 4923
2023
Q2 		$607K Buy
+45,700
New +$630K ﹤0.01% 2827
2022
Q2 		– Sell
-49,800
Closed -$1.16M – 7931
2022
Q1 		$1.16M Buy
+49,800
New +$1.15M ﹤0.01% 2950
2021
Q4 		– Sell
-2,300
Closed -$47K – 8306
2021
Q3 		$47K Buy
+2,300
New +$45.4K ﹤0.01% 6582
2013
Q4 		– Sell
-300
Closed -$4K – 5266
2013
Q3 		$4K Hold
300
– – ﹤0.01% 4811
2013
Q2 		$4K Buy
+300
New +$3.35K ﹤0.01% 4738

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

Group One Trading's CVBF Position: Q3 2024 in Review

Group One Trading sold out of CVB Financial (CVBF) in Q3 2024, closing a stake of 270 shares — an estimated $4.66K sold.

Group One Trading first reported a position in CVBF in Q2 2013 and held it in 7 quarters. The position peaked at $252K in Q3 2023. 232 funds tracked by Wall St. Rank hold CVBF as of Q3 2024.

  • Group One Trading reported no remaining CVB Financial position as of Q3 2024 after selling out during the quarter.
  • Group One Trading sold 270 CVB Financial shares in Q3 2024, an estimated $4.66K.
  • Group One Trading first reported a position in CVB Financial in Q2 2013 and held it in 7 quarters.
  • Group One Trading's CVB Financial position peaked at $252K in Q3 2023.
  • 232 funds tracked by Wall St. Rank held CVB Financial as of Q3 2024.

Based on Group One Trading's 13F filing for Q3 2024, filed 14 Nov 2024.