HWM
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Hemington Wealth Management’s CVB Financial CVBF Stock Holding History

Hemington Wealth 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 		$4K Buy
214
+45
+27% +$896 ﹤0.01% 1177
2025
Q2 		$3K Sell
169
-7
-4% -$130 ﹤0.01% 1225
2025
Q1 		$3K Buy
176
+59
+50% +$1.18K ﹤0.01% 1178
2024
Q4 		$2K Buy
117
+40
+52% +$846 ﹤0.01% 1249
2024
Q3 		$1K Buy
+77
New +$1.37K ﹤0.01% 1297

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

Hemington Wealth Management's CVBF Position: Q3 2025 in Review

Hemington Wealth Management increased its CVB Financial (CVBF) stake by 27% in Q3 2025, buying an estimated $896 and bringing the position to 214 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Hemington Wealth Management first reported a position in CVBF in Q3 2024 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

  • Hemington Wealth Management held 214 shares of CVB Financial worth $4K as of Q3 2025.
  • Hemington Wealth Management bought 45 CVB Financial shares in Q3 2025, an estimated $896.
  • CVB Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1177 holding.
  • Hemington Wealth Management first reported a position in CVB Financial in Q3 2024 and has held it in 5 quarters since.
  • 257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.