HSBC Holdings
CVBF icon

HSBC Holdings’s CVB Financial CVBF Stock Holding History

HSBC Holdings’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
-17,616
Closed -$350K – 2781
2025
Q2 		$350K Sell
17,616
-26,161
-60% -$487K ﹤0.01% 2349
2025
Q1 		$811K Buy
43,777
+665
+2% +$13.3K ﹤0.01% 1842
2024
Q4 		$929K Buy
43,112
+22,525
+109% +$476K ﹤0.01% 1842
2024
Q3 		$369K Buy
20,587
+1,655
+9% +$29.5K ﹤0.01% 2201
2024
Q2 		$326K Sell
18,932
-68,463
-78% -$1.14M ﹤0.01% 2226
2024
Q1 		$1.56M Buy
+87,395
New +$1.55M ﹤0.01% 1598
2023
Q1 		– Sell
-43,926
Closed -$1.13M – 2752
2022
Q4 		$1.13M Buy
43,926
+18,308
+71% +$499K ﹤0.01% 1913
2022
Q3 		$658K Sell
25,618
-152,922
-86% -$3.98M ﹤0.01% 2038
2022
Q2 		$4.46M Sell
178,540
-125,075
-41% -$2.99M 0.01% 1241
2022
Q1 		$7.08M Buy
303,615
+64,778
+27% +$1.5M 0.01% 1053
2021
Q4 		$5.11M Buy
238,837
+220,637
+1,212% +$4.52M ﹤0.01% 1249
2021
Q3 		$374K Buy
18,200
+5,372
+42% +$106K ﹤0.01% 2430
2021
Q2 		$264K Buy
+12,828
New +$280K ﹤0.01% 2593
2021
Q1 		– Sell
-52,476
Closed -$1.02M – 2801
2020
Q4 		$1.02M Buy
52,476
+14,644
+39% +$277K ﹤0.01% 1689
2020
Q3 		$633K Buy
+37,832
New +$675K ﹤0.01% 1788
2019
Q4 		– Sell
-83,644
Closed -$1.75M – 3065
2019
Q3 		$1.75M Buy
+83,644
New +$1.75M ﹤0.01% 1667
2019
Q2 		– Sell
-10,359
Closed -$218K – 2713
2019
Q1 		$218K Buy
+10,359
New +$227K ﹤0.01% 2510
2018
Q2 		– Sell
-15,170
Closed -$344K – 2581
2018
Q1 		$344K Buy
+15,170
New +$357K ﹤0.01% 2129
2017
Q1 		– Sell
-20,380
Closed -$468K – 2211
2016
Q4 		$468K Buy
+20,380
New +$403K ﹤0.01% 1894

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

HSBC Holdings's CVBF Position: Q3 2025 in Review

HSBC Holdings sold out of CVB Financial (CVBF) in Q3 2025, closing a stake of 17,616 shares — an estimated $350K sold.

HSBC Holdings first reported a position in CVBF in Q4 2016 and held it in 19 quarters. The position peaked at $7.08M in Q1 2022. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

  • HSBC Holdings reported no remaining CVB Financial position as of Q3 2025 after selling out during the quarter.
  • HSBC Holdings sold 17,616 CVB Financial shares in Q3 2025, an estimated $350K.
  • HSBC Holdings first reported a position in CVB Financial in Q4 2016 and held it in 19 quarters.
  • HSBC Holdings's CVB Financial position peaked at $7.08M in Q1 2022.
  • 257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

Based on HSBC Holdings's 13F filing for Q3 2025, filed 13 Nov 2025.