PP
CVBF icon

Paloma Partners’s CVB Financial CVBF Stock Holding History

Paloma 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
2024
Q4 		– Sell
-15,198
Closed -$271K – 470
2024
Q3 		$271K Buy
+15,198
New +$271K 0.01% 851
2021
Q2 		– Sell
-15,840
Closed -$350K – 1862
2021
Q1 		$350K Buy
15,840
+3,383
+27% +$73.6K 0.01% 1380
2020
Q4 		$242K Sell
12,457
-34,969
-74% -$662K 0.01% 1285
2020
Q3 		$789K Buy
47,426
+10,393
+28% +$186K 0.02% 876
2020
Q2 		$694K Buy
+37,033
New +$707K 0.01% 1072
2020
Q1 		– Sell
-14,451
Closed -$312K – 1401
2019
Q4 		$312K Buy
+14,451
New +$306K ﹤0.01% 1723
2019
Q2 		– Sell
-13,523
Closed -$284K – 1805
2019
Q1 		$284K Buy
+13,523
New +$297K 0.01% 1336
2017
Q4 		– Sell
-10,853
Closed -$262K – 1953
2017
Q3 		$262K Buy
+10,853
New +$234K ﹤0.01% 1863
2016
Q3 		– Sell
-22,441
Closed -$367K – 1886
2016
Q2 		$367K Buy
+22,441
New +$380K ﹤0.01% 1686
2016
Q1 		– Sell
-26,426
Closed -$447K – 1881
2015
Q4 		$447K Buy
+26,426
New +$463K 0.01% 1093
2015
Q3 		– Sell
-12,600
Closed -$222K – 1654
2015
Q2 		$222K Sell
12,600
-7,279
-37% -$120K ﹤0.01% 1499
2015
Q1 		$317K Buy
+19,879
New +$308K 0.01% 935
2014
Q4 		– Sell
-11,075
Closed -$158K – 1182
2014
Q3 		$158K Buy
+11,075
New +$171K 0.01% 868

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Paloma Partners's CVBF Position: Q4 2024 in Review

Paloma Partners sold out of CVB Financial (CVBF) in Q4 2024, closing a stake of 15,198 shares — an estimated $271K sold.

Paloma Partners first reported a position in CVBF in Q3 2014 and held it in 13 quarters. The position peaked at $789K in Q3 2020. 230 funds tracked by Wall St. Rank hold CVBF as of Q4 2024.

  • Paloma Partners reported no remaining CVB Financial position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 15,198 CVB Financial shares in Q4 2024, an estimated $271K.
  • Paloma Partners first reported a position in CVB Financial in Q3 2014 and held it in 13 quarters.
  • Paloma Partners's CVB Financial position peaked at $789K in Q3 2020.
  • 230 funds tracked by Wall St. Rank held CVB Financial as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.