PWM
CVBF icon

Parkworth Wealth Management’s CVB Financial CVBF Stock Holding History

Parkworth Wealth Management’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
Q2 		$99 Hold
5
– – ﹤0.01% 1133
2025
Q1 		$92 Hold
5
– – ﹤0.01% 966
2024
Q4 		$107 Buy
+5
New +$106 ﹤0.01% 958

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Parkworth Wealth Management's CVBF Position: Q2 2025 in Review

Parkworth Wealth Management held its CVB Financial (CVBF) position steady in Q2 2025 at 5 shares worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Parkworth Wealth Management first reported a position in CVBF in Q4 2024 and has held it in 3 quarters since. The position peaked at $107 in Q4 2024. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of CVB Financial worth $99 as of Q2 2025.
  • Parkworth Wealth Management left its CVB Financial share count unchanged in Q2 2025.
  • CVB Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1133 holding.
  • Parkworth Wealth Management first reported a position in CVB Financial in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's CVB Financial position peaked at $107 in Q4 2024.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.