Jain Global’s CVB Financial CVBF Stock Holding History

Jain Global’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	-108,787	Closed	-$2.06M	–	1276
2025 Q3	$2.06M	Buy	108,787 +98,254	+933%	+$1.96M	0.01%	530
2025 Q2	$208K	Buy	+10,533	New	+$196K	﹤0.01%	967

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jain Global's CVBF Position: Q4 2025 in Review

Jain Global sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 108,787 shares — an estimated $2.06M sold.

Jain Global first reported a position in CVBF in Q2 2025 and held it in 2 quarters. The position peaked at $2.06M in Q3 2025. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

Jain Global reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
Jain Global sold 108,787 CVB Financial shares in Q4 2025, an estimated $2.06M.
Jain Global first reported a position in CVB Financial in Q2 2025 and held it in 2 quarters.
Jain Global's CVB Financial position peaked at $2.06M in Q3 2025.
264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Jain Global's 13F filing for Q4 2025, filed 17 Feb 2026.