HT
CVBF icon

Headlands Technologies’s CVB Financial CVBF Stock Holding History

Headlands Technologies’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 		– Sell
-8,806
Closed -$163K – 1243
2025
Q1 		$163K Buy
+8,806
New +$175K 0.02% 490
2024
Q2 		– Sell
-876
Closed -$15.6K – 1224
2024
Q1 		$15.6K Sell
876
-5,187
-86% -$92K ﹤0.01% 956
2023
Q4 		$122K Buy
+6,063
New +$108K 0.04% 353

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Headlands Technologies's CVBF Position: Q2 2025 in Review

Headlands Technologies sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 8,806 shares — an estimated $163K sold.

Headlands Technologies first reported a position in CVBF in Q4 2023 and held it in 3 quarters. The position peaked at $163K in Q1 2025. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Headlands Technologies reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
  • Headlands Technologies sold 8,806 CVB Financial shares in Q2 2025, an estimated $163K.
  • Headlands Technologies first reported a position in CVB Financial in Q4 2023 and held it in 3 quarters.
  • Headlands Technologies's CVB Financial position peaked at $163K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Headlands Technologies's 13F filing for Q2 2025, filed 14 Aug 2025.