HFS
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Hopwood Financial Services’s CVB Financial CVBF Stock Holding History

Hopwood Financial Services’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
-2,493
Closed -$47.1K – 128
2025
Q3 		$47.1K Hold
2,493
– – 0.03% 158
2025
Q2 		$49.3K Hold
2,493
– – 0.04% 153
2025
Q1 		$46K Hold
2,493
– – 0.04% 159
2024
Q4 		$53.4K Buy
+2,493
New +$52.7K 0.04% 147

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

Hopwood Financial Services's CVBF Position: Q4 2025 in Review

Hopwood Financial Services sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 2,493 shares — an estimated $47.1K sold.

Hopwood Financial Services first reported a position in CVBF in Q4 2024 and held it in 4 quarters. The position peaked at $53.4K in Q4 2024. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Hopwood Financial Services reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 2,493 CVB Financial shares in Q4 2025, an estimated $47.1K.
  • Hopwood Financial Services first reported a position in CVB Financial in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's CVB Financial position peaked at $53.4K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.