Jacobs Levy Equity Management
CVBF icon

Jacobs Levy Equity Management’s CVB Financial CVBF Stock Holding History

Jacobs Levy Equity Management’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
-216,355
Closed -$4.28M – 997
2025
Q2 		$4.28M Sell
216,355
-1,681
-0.8% -$31.3K 0.02% 471
2025
Q1 		$4.02M Buy
+218,036
New +$4.35M 0.02% 506
2013
Q3 		– Sell
-56,600
Closed -$666K – 946
2013
Q2 		$666K Buy
+56,600
New +$631K 0.01% 662

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

Jacobs Levy Equity Management's CVBF Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of CVB Financial (CVBF) in Q3 2025, closing a stake of 216,355 shares — an estimated $4.28M sold.

Jacobs Levy Equity Management first reported a position in CVBF in Q2 2013 and held it in 3 quarters. The position peaked at $4.28M in Q2 2025. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining CVB Financial position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 216,355 CVB Financial shares in Q3 2025, an estimated $4.28M.
  • Jacobs Levy Equity Management first reported a position in CVB Financial in Q2 2013 and held it in 3 quarters.
  • Jacobs Levy Equity Management's CVB Financial position peaked at $4.28M in Q2 2025.
  • 257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.