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Silvercrest Asset Management’s CVB Financial CVBF Stock Holding History

Silvercrest 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
2026
Q1 		$45.8M Sell
2,359,955
-417,343
-15% -$8.21M 0.33% 78
2025
Q4 		$51.7M Sell
2,777,298
-412,166
-13% -$7.88M 0.36% 77
2025
Q3 		$60.3M Sell
3,189,464
-116,221
-4% -$2.31M 0.4% 73
2025
Q2 		$65.4M Sell
3,305,685
-223,589
-6% -$4.16M 0.44% 65
2025
Q1 		$65.2M Sell
3,529,274
-48,284
-1% -$962K 0.47% 62
2024
Q4 		$76.6M Sell
3,577,558
-249,167
-7% -$5.27M 0.51% 53
2024
Q3 		$68.2M Buy
3,826,725
+308,010
+9% +$5.49M 0.46% 72
2024
Q2 		$60.7M Buy
3,518,715
+271,871
+8% +$4.53M 0.42% 78
2024
Q1 		$57.9M Sell
3,246,844
-481,630
-13% -$8.54M 0.39% 88
2023
Q4 		$75.3M Sell
3,728,474
-32,361
-0.9% -$574K 0.53% 59
2023
Q3 		$62.3M Buy
3,760,835
+585,350
+18% +$9.93M 0.47% 76
2023
Q2 		$42.2M Sell
3,175,485
-143,074
-4% -$1.97M 0.3% 120
2023
Q1 		$55.4M Sell
3,318,559
-125,681
-4% -$2.86M 0.42% 88
2022
Q4 		$88.7M Sell
3,444,240
-103,041
-3% -$2.81M 0.68% 41
2022
Q3 		$89.8M Sell
3,547,281
-256,896
-7% -$6.69M 0.74% 35
2022
Q2 		$94.4M Sell
3,804,177
-127,495
-3% -$3.05M 0.72% 38
2022
Q1 		$91.3M Sell
3,931,672
-44,789
-1% -$1.04M 0.59% 51
2021
Q4 		$84.5M Sell
3,976,461
-166,433
-4% -$3.41M 0.54% 60
2021
Q3 		$84.4M Buy
4,142,894
+398,205
+11% +$7.86M 0.57% 50
2021
Q2 		$77.1M Sell
3,744,689
-116,945
-3% -$2.55M 0.51% 67
2021
Q1 		$85.3M Sell
3,861,634
-91,427
-2% -$1.99M 0.58% 53
2020
Q4 		$77.1M Sell
3,953,061
-198,126
-5% -$3.75M 0.56% 60
2020
Q3 		$69M Sell
4,151,187
-68,652
-2% -$1.23M 0.59% 53
2020
Q2 		$79.1M Buy
4,219,839
+84,901
+2% +$1.62M 0.7% 40
2020
Q1 		$82.9M Buy
4,134,938
+83,156
+2% +$1.67M 0.89% 18
2019
Q4 		$87.4M Sell
4,051,782
-24,905
-0.6% -$527K 0.68% 44
2019
Q3 		$85.1M Sell
4,076,687
-72,144
-2% -$1.51M 0.7% 41
2019
Q2 		$87.2M Sell
4,148,831
-39,041
-0.9% -$832K 0.82% 32
2019
Q1 		$88.2M Sell
4,187,872
-207,629
-5% -$4.56M 0.87% 31
2018
Q4 		$88.9M Sell
4,395,501
-157,005
-3% -$3.4M 0.98% 19
2018
Q3 		$102M Sell
4,552,506
-10,832
-0.2% -$256K 0.92% 22
2018
Q2 		$102M Buy
4,563,338
+157,315
+4% +$3.62M 0.96% 20
2018
Q1 		$99.8M Buy
4,406,023
+2,860
+0.1% +$67.3K 0.97% 17
2017
Q4 		$104M Sell
4,403,163
-10,873
-0.2% -$258K 0.96% 16
2017
Q3 		$107M Buy
4,414,036
+780,859
+21% +$16.8M 1.06% 15
2017
Q2 		$81.1M Buy
3,633,177
+223,396
+7% +$4.78M 0.87% 27
2017
Q1 		$75.3M Buy
3,409,781
+18,268
+0.5% +$418K 0.81% 37
2016
Q4 		$77.8M Sell
3,391,513
-212,955
-6% -$4.21M 0.87% 30
2016
Q3 		$63.4M Buy
3,604,468
+205,391
+6% +$3.49M 0.76% 41
2016
Q2 		$55.7M Buy
3,399,077
+379,760
+13% +$6.44M 0.71% 49
2016
Q1 		$52.7M Buy
3,019,317
+83,270
+3% +$1.31M 0.73% 52
2015
Q4 		$49.7M Buy
2,936,047
+89,529
+3% +$1.57M 0.69% 52
2015
Q3 		$47.5M Buy
2,846,518
+182,227
+7% +$3.12M 0.72% 52
2015
Q2 		$46.9M Buy
2,664,291
+272,238
+11% +$4.48M 0.63% 56
2015
Q1 		$38.1M Buy
2,392,053
+395,551
+20% +$6.13M 0.54% 72
2014
Q4 		$32M Buy
1,996,502
+14,335
+0.7% +$218K 0.46% 81
2014
Q3 		$28.4M Sell
1,982,167
-8,521
-0.4% -$131K 0.44% 86
2014
Q2 		$31.9M Buy
1,990,688
+93,257
+5% +$1.4M 0.48% 79
2014
Q1 		$30.2M Buy
1,897,431
+583,114
+44% +$9.2M 0.48% 78
2013
Q4 		$22.4M Buy
+1,314,317
New +$20M 0.37% 94

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Silvercrest Asset Management's CVBF Position: Q1 2026 in Review

Silvercrest Asset Management reduced its CVB Financial (CVBF) stake by 15% in Q1 2026, selling an estimated $8.21M and leaving 2,359,955 shares worth $45.8M. The position accounts for 0.33% of the portfolio, ranked #78.

Silvercrest Asset Management first reported a position in CVBF in Q4 2013 and has held it in 50 quarters since. The position peaked at $107M in Q3 2017. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Silvercrest Asset Management held 2,359,955 shares of CVB Financial worth $45.8M as of Q1 2026.
  • Silvercrest Asset Management sold 417,343 CVB Financial shares in Q1 2026, an estimated $8.21M.
  • CVB Financial made up 0.33% of Silvercrest Asset Management's portfolio in Q1 2026, its #78 holding.
  • Silvercrest Asset Management first reported a position in CVB Financial in Q4 2013 and has held it in 50 quarters since.
  • Silvercrest Asset Management's CVB Financial position peaked at $107M in Q3 2017.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.