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Inspire Advisors’s CVB Financial CVBF Stock Holding History

Inspire Advisors’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
-128,950
Closed -$2.38M – 513
2025
Q1 		$2.38M Buy
128,950
+28,405
+28% +$566K 0.28% 64
2024
Q4 		$2.15M Buy
100,545
+11,534
+13% +$244K 0.26% 47
2024
Q3 		$1.59M Buy
89,011
+3,527
+4% +$62.9K 0.19% 81
2024
Q2 		$1.47M Buy
+85,484
New +$1.42M 0.2% 64
2021
Q1 		– Sell
-1,168
Closed -$23K – 230
2020
Q4 		$23K Buy
+1,168
New +$22.1K 0.01% 380

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

Inspire Advisors's CVBF Position: Q2 2025 in Review

Inspire Advisors sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 128,950 shares — an estimated $2.38M sold.

Inspire Advisors first reported a position in CVBF in Q4 2020 and held it in 5 quarters. The position peaked at $2.38M in Q1 2025. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Inspire Advisors reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
  • Inspire Advisors sold 128,950 CVB Financial shares in Q2 2025, an estimated $2.38M.
  • Inspire Advisors first reported a position in CVB Financial in Q4 2020 and held it in 5 quarters.
  • Inspire Advisors's CVB Financial position peaked at $2.38M in Q1 2025.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Inspire Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.