KIM
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Kestra Investment Management’s CVB Financial CVBF Stock Holding History

Kestra Investment 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
-13,225
Closed -$246K – 561
2025
Q2 		$246K Buy
13,225
+1,040
+9% +$19.4K ﹤0.01% 456
2025
Q1 		$225K Hold
12,185
– – 0.01% 363
2024
Q4 		$261K Buy
+12,185
New +$258K 0.01% 319

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

Kestra Investment Management's CVBF Position: Q3 2025 in Review

Kestra Investment Management sold out of CVB Financial (CVBF) in Q3 2025, closing a stake of 13,225 shares — an estimated $246K sold.

Kestra Investment Management first reported a position in CVBF in Q4 2024 and held it in 3 quarters. The position peaked at $261K in Q4 2024. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

  • Kestra Investment Management reported no remaining CVB Financial position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 13,225 CVB Financial shares in Q3 2025, an estimated $246K.
  • Kestra Investment Management first reported a position in CVB Financial in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's CVB Financial position peaked at $261K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.