PDT Partners’s CVB Financial CVBF Stock Holding History

PDT 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	-14,870	Closed	-$265K	–	736
2024 Q3	$265K	Hold	14,870	–	–	0.02%	622
2024 Q2	$256K	Sell	14,870 -21,684	-59%	-$361K	0.02%	576
2024 Q1	$652K	Hold	36,554	–	–	0.06%	408
2023 Q4	$738K	Buy	+36,554	New	+$649K	0.08%	346
2015 Q2	–	Sell	-14,000	Closed	-$223K	–	1381
2015 Q1	$223K	Buy	+14,000	New	+$217K	0.01%	1241
2014 Q4	–	Sell	-24,334	Closed	-$349K	–	725
2014 Q3	$349K	Sell	24,334 -96,711	-80%	-$1.49M	0.01%	1063
2014 Q2	$1.94M	Sell	121,045 -3,529	-3%	-$53.1K	0.05%	449
2014 Q1	$1.98M	Buy	124,574 +3,529	+3%	+$55.7K	0.05%	464
2013 Q4	$2.07M	Sell	121,045 -11,100	-8%	-$169K	0.25%	83
2013 Q3	$1.79M	Sell	132,145 -59,835	-31%	-$784K	0.05%	538
2013 Q2	$2.26M	Buy	+191,980	New	+$2.14M	0.06%	494

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

PDT Partners's CVBF Position: Q4 2024 in Review

PDT Partners sold out of CVB Financial (CVBF) in Q4 2024, closing a stake of 14,870 shares — an estimated $265K sold.

PDT Partners first reported a position in CVBF in Q2 2013 and held it in 11 quarters. The position peaked at $2.26M in Q2 2013. 230 funds tracked by Wall St. Rank hold CVBF as of Q4 2024.

PDT Partners reported no remaining CVB Financial position as of Q4 2024 after selling out during the quarter.
PDT Partners sold 14,870 CVB Financial shares in Q4 2024, an estimated $265K.
PDT Partners first reported a position in CVB Financial in Q2 2013 and held it in 11 quarters.
PDT Partners's CVB Financial position peaked at $2.26M in Q2 2013.
230 funds tracked by Wall St. Rank held CVB Financial as of Q4 2024.

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