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Hexagon Capital Partners’s CVB Financial CVBF Stock Holding History

Hexagon Capital 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
Q2 		– Sell
-212
Closed -$3.91K – 449
2025
Q1 		$3.91K Buy
212
+44
+26% +$877 ﹤0.01% 1242
2024
Q4 		$3.6K Buy
168
+81
+93% +$1.71K ﹤0.01% 1273
2024
Q3 		$1.55K Buy
+87
New +$1.55K ﹤0.01% 1270
2024
Q1 		– Sell
-2
Closed -$41 – 1479
2023
Q4 		$41 Sell
2
-4
-67% -$71 ﹤0.01% 1403
2023
Q3 		$99 Sell
6
-13
-68% -$221 ﹤0.01% 1363
2023
Q2 		$252 Sell
19
-27
-59% -$372 ﹤0.01% 1334
2023
Q1 		$767 Sell
46
-15
-25% -$342 ﹤0.01% 1214
2022
Q4 		$1.57K Buy
61
+50
+455% +$1.36K ﹤0.01% 1131
2022
Q3 		$0 Buy
+11
New +$287 ﹤0.01% 1316

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

Hexagon Capital Partners's CVBF Position: Q2 2025 in Review

Hexagon Capital Partners sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 212 shares — an estimated $3.91K sold.

Hexagon Capital Partners first reported a position in CVBF in Q3 2022 and held it in 9 quarters. The position peaked at $3.91K in Q1 2025. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Hexagon Capital Partners reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 212 CVB Financial shares in Q2 2025, an estimated $3.91K.
  • Hexagon Capital Partners first reported a position in CVB Financial in Q3 2022 and held it in 9 quarters.
  • Hexagon Capital Partners's CVB Financial position peaked at $3.91K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.