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Seaside Wealth Management’s CVB Financial CVBF Stock Holding History

Seaside Wealth 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
Q4 		– Sell
-80,892
Closed -$1.53M – 64
2025
Q3 		$1.53M Hold
80,892
– – 0.45% 19
2025
Q2 		$1.6M Sell
80,892
-20
-0% -$372 0.51% 17
2025
Q1 		$1.49M Buy
80,912
+20
+0% +$399 0.53% 18
2024
Q4 		$1.73M Hold
80,892
– – 0.63% 15
2024
Q3 		$1.44M Hold
80,892
– – 0.54% 16
2024
Q2 		$1.39M Buy
+80,892
New +$1.35M 0.58% 16

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

Seaside Wealth Management's CVBF Position: Q4 2025 in Review

Seaside Wealth Management sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 80,892 shares — an estimated $1.53M sold.

Seaside Wealth Management first reported a position in CVBF in Q2 2024 and held it in 6 quarters. The position peaked at $1.73M in Q4 2024. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Seaside Wealth Management reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • Seaside Wealth Management sold 80,892 CVB Financial shares in Q4 2025, an estimated $1.53M.
  • Seaside Wealth Management first reported a position in CVB Financial in Q2 2024 and held it in 6 quarters.
  • Seaside Wealth Management's CVB Financial position peaked at $1.73M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Seaside Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.