SAG
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SageView Advisory Group’s CVB Financial CVBF Stock Holding History

SageView Advisory 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
Q4 		$23.4K Buy
+1,257
New +$24K ﹤0.01% 1388

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

SageView Advisory Group's CVBF Position: Q4 2025 in Review

SageView Advisory Group opened a new position in CVB Financial (CVBF) in Q4 2025: 1,257 shares worth $23.4K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings.

264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • SageView Advisory Group held 1,257 shares of CVB Financial worth $23.4K as of Q4 2025.
  • CVB Financial was a new SageView Advisory Group position in Q4 2025.
  • CVB Financial made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1388 holding.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.