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CVBF icon

Principal Securities’s CVB Financial CVBF Stock Holding History

Principal Securities’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
-652
Closed -$12.3K – 1805
2025
Q3 		$12.3K Hold
652
– – ﹤0.01% 2635
2025
Q2 		$12.9K Sell
652
-378
-37% -$7.04K ﹤0.01% 2514
2025
Q1 		$22.1K Hold
1,030
– – ﹤0.01% 2142
2024
Q4 		$22.1K Buy
1,030
+896
+669% +$19K ﹤0.01% 2138
2024
Q3 		$2.39K Sell
134
-508
-79% -$9.06K ﹤0.01% 2901
2024
Q2 		$11.1K Buy
642
+4
+0.6% +$67 ﹤0.01% 2339
2024
Q1 		$11.4K Sell
638
-221
-26% -$3.92K ﹤0.01% 2269
2023
Q4 		$17.3K Buy
+859
New +$15.2K ﹤0.01% 1995

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

Principal Securities's CVBF Position: Q4 2025 in Review

Principal Securities sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 652 shares — an estimated $12.3K sold.

Principal Securities first reported a position in CVBF in Q4 2023 and held it in 8 quarters. The position peaked at $22.1K in Q1 2025. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Principal Securities reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 652 CVB Financial shares in Q4 2025, an estimated $12.3K.
  • Principal Securities first reported a position in CVB Financial in Q4 2023 and held it in 8 quarters.
  • Principal Securities's CVB Financial position peaked at $22.1K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.