Michael Gelband’s CVB Financial CVBF Stock Holding History

Michael Gelband’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	-38,416	Closed	-$685K	–	1618
2024 Q3	$685K	Buy	+38,416	New	+$685K	﹤0.01%	1089
2024 Q1	–	Sell	-63,799	Closed	-$1.29M	–	1577
2023 Q4	$1.29M	Buy	63,799 +50,164	+368%	+$890K	0.01%	724
2023 Q3	$226K	Buy	+13,635	New	+$231K	﹤0.01%	1490
2023 Q2	–	Sell	-331,413	Closed	-$5.53M	–	1920
2023 Q1	$5.53M	Buy	331,413 +321,480	+3,236%	+$7.33M	0.05%	479
2022 Q4	$256K	Buy	+9,933	New	+$271K	﹤0.01%	1400
2021 Q4	–	Sell	-109,515	Closed	-$2.23M	–	2229
2021 Q3	$2.23M	Buy	109,515 +51,009	+87%	+$1.01M	0.03%	684
2021 Q2	$1.21M	Buy	58,506 +13,870	+31%	+$303K	0.01%	906
2021 Q1	$986K	Buy	44,636 +22,313	+100%	+$485K	0.01%	914
2020 Q4	$435K	Buy	+22,323	New	+$422K	﹤0.01%	1332
2020 Q3	–	Sell	-38,707	Closed	-$725K	–	1834
2020 Q2	$725K	Buy	+38,707	New	+$739K	0.02%	903
2019 Q4	–	Sell	-16,600	Closed	-$346K	–	1591
2019 Q3	$346K	Buy	+16,600	New	+$347K	0.01%	821
2019 Q2	–	Sell	-29,918	Closed	-$630K	–	1136
2019 Q1	$630K	Buy	+29,918	New	+$656K	0.05%	274

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Michael Gelband's CVBF Position: Q4 2024 in Review

Michael Gelband sold out of CVB Financial (CVBF) in Q4 2024, closing a stake of 38,416 shares — an estimated $685K sold.

Michael Gelband first reported a position in CVBF in Q1 2019 and held it in 12 quarters. The position peaked at $5.53M in Q1 2023. 230 funds tracked by Wall St. Rank hold CVBF as of Q4 2024.

Michael Gelband reported no remaining CVB Financial position as of Q4 2024 after selling out during the quarter.
Michael Gelband sold 38,416 CVB Financial shares in Q4 2024, an estimated $685K.
Michael Gelband first reported a position in CVB Financial in Q1 2019 and held it in 12 quarters.
Michael Gelband's CVB Financial position peaked at $5.53M in Q1 2023.
230 funds tracked by Wall St. Rank held CVB Financial as of Q4 2024.

Based on ExodusPoint Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.