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 		– Sell
-1,000
Closed -$18.6K – 9249
2025
Q4 		$18.6K Buy
+1,000
New +$19.1K ﹤0.01% 6541
2025
Q2 		– Sell
-600
Closed -$11K – 8810
2025
Q1 		$11K Buy
600
+400
+200% +$7.97K ﹤0.01% 7019
2024
Q4 		$4K Sell
200
-5,200
-96% -$110K ﹤0.01% 7714
2024
Q3 		$96K Buy
5,400
+2,600
+93% +$46.4K ﹤0.01% 5273
2024
Q2 		$48K Sell
2,800
-1,100
-28% -$18.3K ﹤0.01% 6134
2024
Q1 		$69K Buy
+3,900
New +$69.2K ﹤0.01% 5957
2023
Q4 		– Sell
-1,200
Closed -$19K – 8943
2023
Q3 		$19K Sell
1,200
-35,500
-97% -$602K ﹤0.01% 6654
2023
Q2 		$487K Buy
+36,700
New +$506K ﹤0.01% 3344
2021
Q1 		– Sell
-44
Closed -$85K – 8999
2020
Q4 		$85K Hold
44
– – ﹤0.01% 5610
2020
Q3 		$73K Buy
+44
New +$786 ﹤0.01% 5233

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.