GC
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Guggenheim Capital’s CVB Financial CVBF Stock Holding History

Guggenheim Capital’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
-11,750
Closed -$233K – 1602
2025
Q2 		$233K Buy
11,750
+1,409
+14% +$26.2K ﹤0.01% 1465
2025
Q1 		$191K Buy
+10,341
New +$206K ﹤0.01% 1543
2024
Q4 		– Sell
-12,773
Closed -$228K – 1741
2024
Q3 		$228K Sell
12,773
-9,301
-42% -$166K ﹤0.01% 1724
2024
Q2 		$381K Sell
22,074
-7,459
-25% -$124K ﹤0.01% 1558
2024
Q1 		$527K Buy
29,533
+3,490
+13% +$61.9K ﹤0.01% 1454
2023
Q4 		$526K Sell
26,043
-1,825
-7% -$32.4K ﹤0.01% 1428
2023
Q3 		$462K Sell
27,868
-3,973
-12% -$67.4K ﹤0.01% 1466
2023
Q2 		$423K Buy
31,841
+4,774
+18% +$65.8K ﹤0.01% 1544
2023
Q1 		$451K Buy
27,067
+1,549
+6% +$35.3K ﹤0.01% 1529
2022
Q4 		$657K Sell
25,518
-520
-2% -$14.2K 0.01% 1364
2022
Q3 		$660K Buy
26,038
+3,438
+15% +$89.6K 0.01% 1358
2022
Q2 		$561K Sell
22,600
-4,693
-17% -$112K ﹤0.01% 1528
2022
Q1 		$633K Sell
27,293
-873
-3% -$20.2K ﹤0.01% 1585
2021
Q4 		$603K Buy
28,166
+4,442
+19% +$91.1K ﹤0.01% 1597
2021
Q3 		$483K Sell
23,724
-694
-3% -$13.7K ﹤0.01% 1747
2021
Q2 		$503K Sell
24,418
-174
-0.7% -$3.8K ﹤0.01% 1825
2021
Q1 		$543K Buy
24,592
+6,484
+36% +$141K ﹤0.01% 1677
2020
Q4 		$353K Buy
18,108
+2,538
+16% +$48K ﹤0.01% 1775
2020
Q3 		$259K Sell
15,570
-1,985
-11% -$35.4K ﹤0.01% 1689
2020
Q2 		$329K Sell
17,555
-2,396
-12% -$45.7K ﹤0.01% 1582
2020
Q1 		$400K Buy
19,951
+3,288
+20% +$66.1K ﹤0.01% 1450
2019
Q4 		$360K Buy
16,663
+1,337
+9% +$28.3K ﹤0.01% 1745
2019
Q3 		$320K Buy
15,326
+885
+6% +$18.5K ﹤0.01% 1817
2019
Q2 		$304K Buy
+14,441
New +$308K ﹤0.01% 1859
2018
Q4 		– Sell
-12,091
Closed -$270K – 2202
2018
Q3 		$270K Buy
12,091
+2,959
+32% +$69.9K ﹤0.01% 2246
2018
Q2 		$206K Sell
9,132
-7,546
-45% -$174K ﹤0.01% 2297
2018
Q1 		$378K Sell
16,678
-6,356
-28% -$149K ﹤0.01% 2460
2017
Q4 		$544K Buy
23,034
+7,807
+51% +$185K ﹤0.01% 2332
2017
Q3 		$369K Sell
15,227
-2,226
-13% -$48K ﹤0.01% 2487
2017
Q2 		$391K Sell
17,453
-5,061
-22% -$108K ﹤0.01% 2481
2017
Q1 		$497K Sell
22,514
-3,933
-15% -$89.9K ﹤0.01% 2381
2016
Q4 		$606K Buy
26,447
+9,993
+61% +$198K ﹤0.01% 2351
2016
Q3 		$290K Sell
16,454
-3,637
-18% -$61.9K ﹤0.01% 2566
2016
Q2 		$329K Buy
20,091
+9,760
+94% +$165K ﹤0.01% 2515
2016
Q1 		$180K Sell
10,331
-3,963
-28% -$62.5K ﹤0.01% 2699
2015
Q4 		$242K Buy
+14,294
New +$250K ﹤0.01% 2712
2015
Q3 		– Sell
-26,373
Closed -$464K – 2972
2015
Q2 		$464K Buy
26,373
+3,922
+17% +$64.5K ﹤0.01% 2566
2015
Q1 		$358K Buy
22,451
+6,001
+36% +$93.1K ﹤0.01% 2644
2014
Q4 		$264K Buy
16,450
+4,409
+37% +$67.1K ﹤0.01% 2719
2014
Q3 		$173K Buy
12,041
+1,490
+14% +$22.9K ﹤0.01% 2842
2014
Q2 		$169K Sell
10,551
-4,784
-31% -$72K ﹤0.01% 2932
2014
Q1 		$244K Buy
15,335
+1,618
+12% +$25.5K ﹤0.01% 2816
2013
Q4 		$234K Sell
13,717
-549
-4% -$8.35K ﹤0.01% 2791
2013
Q3 		$193K Sell
14,266
-13,028
-48% -$171K ﹤0.01% 2743
2013
Q2 		$321K Buy
+27,294
New +$304K ﹤0.01% 2588

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

Guggenheim Capital's CVBF Position: Q3 2025 in Review

Guggenheim Capital sold out of CVB Financial (CVBF) in Q3 2025, closing a stake of 11,750 shares — an estimated $233K sold.

Guggenheim Capital first reported a position in CVBF in Q2 2013 and held it in 45 quarters. The position peaked at $660K in Q3 2022. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

  • Guggenheim Capital reported no remaining CVB Financial position as of Q3 2025 after selling out during the quarter.
  • Guggenheim Capital sold 11,750 CVB Financial shares in Q3 2025, an estimated $233K.
  • Guggenheim Capital first reported a position in CVB Financial in Q2 2013 and held it in 45 quarters.
  • Guggenheim Capital's CVB Financial position peaked at $660K in Q3 2022.
  • 257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

Based on Guggenheim Capital's 13F filing for Q3 2025, filed 13 Nov 2025.