NAAA
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New Age Alpha Advisors’s CVB Financial CVBF Stock Holding History

New Age Alpha Advisors’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
-10,784
Closed -$204K – 798
2025
Q3 		$204K Sell
10,784
-212
-2% -$4.22K 0.01% 632
2025
Q2 		$218K Sell
10,996
-197
-2% -$3.67K 0.01% 610
2025
Q1 		$207K Sell
11,193
-8,290
-43% -$165K 0.01% 649
2024
Q4 		$417K Buy
+19,483
New +$412K 0.02% 555

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

New Age Alpha Advisors's CVBF Position: Q4 2025 in Review

New Age Alpha Advisors sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 10,784 shares — an estimated $204K sold.

New Age Alpha Advisors first reported a position in CVBF in Q4 2024 and held it in 4 quarters. The position peaked at $417K in Q4 2024. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • New Age Alpha Advisors reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 10,784 CVB Financial shares in Q4 2025, an estimated $204K.
  • New Age Alpha Advisors first reported a position in CVB Financial in Q4 2024 and held it in 4 quarters.
  • New Age Alpha Advisors's CVB Financial position peaked at $417K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.