JAM
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Jupiter Asset Management’s CVB Financial CVBF Stock Holding History

Jupiter Asset 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
Q4 		– Sell
-47,358
Closed -$896K – 428
2025
Q3 		$896K Buy
+47,358
New +$943K 0.01% 355

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Asset Management's CVBF Position: Q4 2025 in Review

Jupiter Asset Management sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 47,358 shares — an estimated $896K sold.

Jupiter Asset Management first reported a position in CVBF in Q3 2025 and held it in 1 quarter. The position peaked at $896K in Q3 2025. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Jupiter Asset Management reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 47,358 CVB Financial shares in Q4 2025, an estimated $896K.
  • Jupiter Asset Management first reported a position in CVB Financial in Q3 2025 and held it in 1 quarter.
  • Jupiter Asset Management's CVB Financial position peaked at $896K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.