Simplex Trading
CVBF icon

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 		$1.94K Hold
100
– – ﹤0.01% 8379
2025
Q4 		$1.86K Hold
100
– – ﹤0.01% 7859
2025
Q3 		$1K Hold
100
– – ﹤0.01% 8786
2025
Q2 		$1K Buy
+100
New +$1.86K ﹤0.01% 8286
2024
Q3 		– Sell
-30,700
Closed -$529K – 8652
2024
Q2 		$529K Sell
30,700
-300
-1% -$5K ﹤0.01% 3611
2024
Q1 		$553K Buy
31,000
+30,900
+30,900% +$548K ﹤0.01% 3756
2023
Q4 		$2K Sell
100
-400
-80% -$7.1K ﹤0.01% 8244
2023
Q3 		$8K Sell
500
-1,100
-69% -$18.7K ﹤0.01% 7312
2023
Q2 		$21K Buy
+1,600
New +$22.1K ﹤0.01% 6709
2022
Q2 		– Sell
-2,300
Closed -$53K – 10118
2022
Q1 		$53K Buy
2,300
+1,500
+188% +$34.7K ﹤0.01% 7042
2021
Q4 		$17K Sell
800
-13,700
-94% -$281K ﹤0.01% 8538
2021
Q3 		$299K Hold
14,500
– – ﹤0.01% 4912
2021
Q2 		$298K Buy
+14,500
New +$317K ﹤0.01% 4999
2020
Q4 		– Sell
-37
Closed -$61K – 8444
2020
Q3 		$61K Buy
37
+7
+23% +$125 ﹤0.01% 5418
2020
Q2 		$56K Buy
+30
New +$573 ﹤0.01% 5393
2018
Q2 		– Sell
-19
Closed -$1K – 7432
2018
Q1 		$1K Buy
+19
New +$447 ﹤0.01% 5579
2017
Q4 		– Sell
-24
Closed -$4K – 6085
2017
Q3 		$4K Buy
+24
New +$517 ﹤0.01% 4539
2016
Q1 		– Sell
-127
Closed -$6K – 5671
2015
Q4 		$6K Buy
+127
New +$2.23K ﹤0.01% 3713

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
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.