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Private Advisor Group’s CVB Financial CVBF Stock Holding History

Private Advisor Group’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 		– Sell
-11,251
Closed -$208K – 2503
2025
Q1 		$208K Hold
11,251
– – ﹤0.01% 2089
2024
Q4 		$241K Sell
11,251
-1,196
-10% -$25.3K ﹤0.01% 1991
2024
Q3 		$222K Buy
12,447
+221
+2% +$3.94K ﹤0.01% 2147
2024
Q2 		$211K Sell
12,226
-3,842
-24% -$64K ﹤0.01% 2114
2024
Q1 		$287K Buy
+16,068
New +$285K ﹤0.01% 1866
2020
Q3 		– Sell
-2,405
Closed -$45K – 1947
2020
Q2 		$45K Buy
+2,405
New +$45.9K ﹤0.01% 2158

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

Private Advisor Group's CVBF Position: Q2 2025 in Review

Private Advisor Group sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 11,251 shares — an estimated $208K sold.

Private Advisor Group first reported a position in CVBF in Q2 2020 and held it in 6 quarters. The position peaked at $287K in Q1 2024. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Private Advisor Group reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
  • Private Advisor Group sold 11,251 CVB Financial shares in Q2 2025, an estimated $208K.
  • Private Advisor Group first reported a position in CVB Financial in Q2 2020 and held it in 6 quarters.
  • Private Advisor Group's CVB Financial position peaked at $287K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Private Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.