iSAM Funds (UK)’s CVB Financial CVBF Stock Holding History

iSAM Funds (UK)’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	-18,603	Closed	-$368K	–	661
2025 Q2	$368K	Buy	+18,603	New	+$346K	0.08%	320

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

iSAM Funds (UK)'s CVBF Position: Q3 2025 in Review

iSAM Funds (UK) sold out of CVB Financial (CVBF) in Q3 2025, closing a stake of 18,603 shares — an estimated $368K sold.

iSAM Funds (UK) first reported a position in CVBF in Q2 2025 and held it in 1 quarter. The position peaked at $368K in Q2 2025. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

iSAM Funds (UK) reported no remaining CVB Financial position as of Q3 2025 after selling out during the quarter.
iSAM Funds (UK) sold 18,603 CVB Financial shares in Q3 2025, an estimated $368K.
iSAM Funds (UK) first reported a position in CVB Financial in Q2 2025 and held it in 1 quarter.
iSAM Funds (UK)'s CVB Financial position peaked at $368K in Q2 2025.
257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

Based on iSAM Funds (UK)'s 13F filing for Q3 2025, filed 14 Nov 2025.