OQS
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Occudo Quantitative Strategies’s CVB Financial CVBF Stock Holding History

Occudo Quantitative Strategies’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
-15,040
Closed -$284K – 728
2025
Q3 		$284K Buy
+15,040
New +$299K 0.03% 496
2024
Q3 		– Sell
-32,847
Closed -$566K – 767
2024
Q2 		$566K Sell
32,847
-19,497
-37% -$325K 0.1% 274
2024
Q1 		$934K Buy
+52,344
New +$929K 0.16% 175
2023
Q2 		– Sell
-149,897
Closed -$2.5M – 1063
2023
Q1 		$2.5M Buy
+149,897
New +$3.42M 0.23% 127
2022
Q4 		– Sell
-40,112
Closed -$1.02M – 1051
2022
Q3 		$1.02M Buy
+40,112
New +$1.05M 0.08% 391
2022
Q2 		– Sell
-45,605
Closed -$1.06M – 1179
2022
Q1 		$1.06M Buy
45,605
+905
+2% +$20.9K 0.09% 367
2021
Q4 		$957K Sell
44,700
-16,873
-27% -$346K 0.08% 376
2021
Q3 		$1.25M Buy
61,573
+18,310
+42% +$362K 0.15% 198
2021
Q2 		$891K Buy
43,263
+31,354
+263% +$685K 0.14% 243
2021
Q1 		$263K Buy
+11,909
New +$259K 0.06% 538

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

Occudo Quantitative Strategies's CVBF Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 15,040 shares — an estimated $284K sold.

Occudo Quantitative Strategies first reported a position in CVBF in Q1 2021 and held it in 10 quarters. The position peaked at $2.5M in Q1 2023. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Occudo Quantitative Strategies reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 15,040 CVB Financial shares in Q4 2025, an estimated $284K.
  • Occudo Quantitative Strategies first reported a position in CVB Financial in Q1 2021 and held it in 10 quarters.
  • Occudo Quantitative Strategies's CVB Financial position peaked at $2.5M in Q1 2023.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.