OP
CVBF icon

ORG Partners’s CVB Financial CVBF Stock Holding History

ORG 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
2025
Q4 		$19.4K Hold
1,043
– – ﹤0.01% 814
2025
Q3 		$19.7K Hold
1,043
– – ﹤0.01% 803
2025
Q2 		$21.4K Hold
1,043
– – ﹤0.01% 736
2025
Q1 		$19.2K Hold
1,043
– – ﹤0.01% 697
2024
Q4 		$22.3K Hold
1,043
– – ﹤0.01% 719
2024
Q3 		$18.6K Sell
1,043
-360
-26% -$6.42K ﹤0.01% 690
2024
Q2 		$23.9K Buy
+1,403
New +$23.4K ﹤0.01% 1017
2023
Q4 		– Sell
-1,403
Closed -$23.2K – 1177
2023
Q3 		$23.2K Hold
1,403
– – 0.01% 666
2023
Q2 		$19K Buy
+1,403
New +$19.3K ﹤0.01% 884

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

ORG Partners's CVBF Position: Q4 2025 in Review

ORG Partners held its CVB Financial (CVBF) position steady in Q4 2025 at 1,043 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

ORG Partners first reported a position in CVBF in Q2 2023 and has held it in 9 quarters since. The position peaked at $23.9K in Q2 2024. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • ORG Partners held 1,043 shares of CVB Financial worth $19.4K as of Q4 2025.
  • ORG Partners left its CVB Financial share count unchanged in Q4 2025.
  • CVB Financial made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #814 holding.
  • ORG Partners first reported a position in CVB Financial in Q2 2023 and has held it in 9 quarters since.
  • ORG Partners's CVB Financial position peaked at $23.9K in Q2 2024.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.