LMR Partners’s CVB Financial CVBF Stock Holding History

LMR Partners’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
2024 Q4	–	Sell	-12,038	Closed	-$215K	–	1280
2024 Q3	$215K	Buy	+12,038	New	+$215K	﹤0.01%	981

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LMR Partners's CVBF Position: Q4 2024 in Review

LMR Partners sold out of CVB Financial (CVBF) in Q4 2024, closing a stake of 12,038 shares — an estimated $215K sold.

LMR Partners first reported a position in CVBF in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 230 funds tracked by Wall St. Rank hold CVBF as of Q4 2024.

LMR Partners reported no remaining CVB Financial position as of Q4 2024 after selling out during the quarter.
LMR Partners sold 12,038 CVB Financial shares in Q4 2024, an estimated $215K.
LMR Partners first reported a position in CVB Financial in Q3 2024 and held it in 1 quarter.
LMR Partners's CVB Financial position peaked at $215K in Q3 2024.
230 funds tracked by Wall St. Rank held CVB Financial as of Q4 2024.

Based on LMR Partners's 13F filing for Q4 2024, filed 14 Feb 2025.