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Private Wealth Asset Management’s CVB Financial CVBF Stock Holding History

Private Wealth Asset 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 		– Sell
-70
Closed -$1.29K – 1127
2025
Q1 		$1.29K Buy
+70
New +$1.4K ﹤0.01% 839

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

Private Wealth Asset Management sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 70 shares — an estimated $1.29K sold.

Private Wealth Asset Management first reported a position in CVBF in Q1 2025 and held it in 1 quarter. The position peaked at $1.29K in Q1 2025. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Private Wealth Asset Management reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 70 CVB Financial shares in Q2 2025, an estimated $1.29K.
  • Private Wealth Asset Management first reported a position in CVB Financial in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's CVB Financial position peaked at $1.29K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.