Simplex Trading’s CVB Financial CVBF Stock Holding History

Simplex Trading’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	–	Sell	-830	Closed	-$16.3K	–	9248
2025 Q4	$15.4K	Buy	+830	New	+$15.9K	﹤0.01%	6695
2025 Q1	–	Sell	-101	Closed	-$2.01K	–	8687
2024 Q4	$2K	Sell	101 -2,054	-95%	-$43.4K	﹤0.01%	7983
2024 Q3	$38K	Buy	+2,155	New	+$38.4K	﹤0.01%	6122
2024 Q1	–	Sell	-287	Closed	-$5.09K	–	9000
2023 Q4	$5K	Sell	287 -938	-77%	-$16.6K	﹤0.01%	7833
2023 Q3	$20K	Buy	+1,225	New	+$20.8K	﹤0.01%	6611
2021 Q1	–	Sell	-465	Closed	-$9K	–	8998
2020 Q4	$9K	Buy	+465	New	+$8.8K	﹤0.01%	7457
2020 Q2	–	Sell	-88	Closed	-$1.68K	–	7701
2020 Q1	$1K	Buy	+88	New	+$1.77K	﹤0.01%	7334
2018 Q4	–	Sell	-603	Closed	-$13K	–	7118
2018 Q3	$13K	Sell	603 -1,239	-67%	-$29.3K	﹤0.01%	6262
2018 Q2	$41K	Buy	1,842 +622	+51%	+$14.3K	﹤0.01%	5257
2018 Q1	$27K	Buy	1,220 +106	+10%	+$2.49K	﹤0.01%	3046
2017 Q4	$26K	Buy	+1,114	New	+$26.5K	﹤0.01%	3058

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Simplex Trading's CVBF Position: Q1 2026 in Review

Simplex Trading sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 830 shares — an estimated $16.3K sold.

Simplex Trading first reported a position in CVBF in Q4 2017 and held it in 11 quarters. The position peaked at $41K in Q2 2018. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

Simplex Trading reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
Simplex Trading sold 830 CVB Financial shares in Q1 2026, an estimated $16.3K.
Simplex Trading first reported a position in CVB Financial in Q4 2017 and held it in 11 quarters.
Simplex Trading's CVB Financial position peaked at $41K in Q2 2018.
284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.