Marshall Wace
CVBF icon

Marshall Wace’s CVB Financial CVBF Stock Holding History

Marshall Wace’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
2026
Q1 		– Sell
-166,258
Closed -$3.09M – 3282
2025
Q4 		$3.09M Buy
+166,258
New +$3.18M ﹤0.01% 1375
2024
Q4 		– Sell
-69,240
Closed -$1.23M – 2650
2024
Q3 		$1.23M Buy
69,240
+19,605
+39% +$350K ﹤0.01% 1561
2024
Q2 		$856K Buy
+49,635
New +$827K ﹤0.01% 1757
2023
Q2 		– Sell
-169,919
Closed -$2.83M – 2546
2023
Q1 		$2.83M Buy
+169,919
New +$3.87M 0.01% 1264
2021
Q4 		– Sell
-51,039
Closed -$1.04M – 3926
2021
Q3 		$1.04M Buy
+51,039
New +$1.01M ﹤0.01% 1991
2020
Q1 		– Sell
-6,959
Closed -$151K – 1692
2019
Q4 		$151K Sell
6,959
-1,765
-20% -$37.4K ﹤0.01% 1396
2019
Q3 		$182K Sell
8,724
-5,539
-39% -$116K ﹤0.01% 1299
2019
Q2 		$300K Sell
14,263
-25,919
-65% -$552K ﹤0.01% 1182
2019
Q1 		$846K Buy
+40,182
New +$882K 0.01% 987

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Marshall Wace's CVBF Position: Q1 2026 in Review

Marshall Wace sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 166,258 shares — an estimated $3.09M sold.

Marshall Wace first reported a position in CVBF in Q1 2019 and held it in 9 quarters. The position peaked at $3.09M in Q4 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Marshall Wace reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 166,258 CVB Financial shares in Q1 2026, an estimated $3.09M.
  • Marshall Wace first reported a position in CVB Financial in Q1 2019 and held it in 9 quarters.
  • Marshall Wace's CVB Financial position peaked at $3.09M in Q4 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.