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Rise Advisors’s CVB Financial CVBF Stock Holding History

Rise Advisors’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
Q3 		– Sell
-50
Closed -$990 – 1547
2025
Q2 		$990 Hold
50
– – ﹤0.01% 1286
2025
Q1 		$923 Sell
50
-889
-95% -$17.7K ﹤0.01% 1280
2024
Q4 		$20.1K Buy
939
+10
+1% +$212 0.01% 652
2024
Q3 		$16.5K Buy
929
+10
+1% +$178 0.01% 813
2024
Q2 		$15.8K Buy
919
+11
+1% +$183 0.01% 795
2024
Q1 		$16.2K Buy
+908
New +$16.1K 0.01% 807

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Rise Advisors's CVBF Position: Q3 2025 in Review

Rise Advisors sold out of CVB Financial (CVBF) in Q3 2025, closing a stake of 50 shares — an estimated $990 sold.

Rise Advisors first reported a position in CVBF in Q1 2024 and held it in 6 quarters. The position peaked at $20.1K in Q4 2024. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

  • Rise Advisors reported no remaining CVB Financial position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 50 CVB Financial shares in Q3 2025, an estimated $990.
  • Rise Advisors first reported a position in CVB Financial in Q1 2024 and held it in 6 quarters.
  • Rise Advisors's CVB Financial position peaked at $20.1K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.