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Snowden Capital Advisors’s CVB Financial CVBF Stock Holding History

Snowden Capital Advisors’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
-26,275
Closed -$497K – 1272
2025
Q3 		$497K Buy
+26,275
New +$523K 0.01% 784
2024
Q1 		– Sell
-35,777
Closed -$722K – 1181
2023
Q4 		$722K Sell
35,777
-9,490
-21% -$168K 0.03% 535
2023
Q3 		$750K Sell
45,267
-1,221
-3% -$20.7K 0.03% 484
2023
Q2 		$617K Buy
46,488
+11,468
+33% +$158K 0.02% 634
2023
Q1 		$584K Buy
35,020
+8,642
+33% +$197K 0.02% 655
2022
Q4 		$679K Sell
26,378
-2,715
-9% -$74K 0.03% 575
2022
Q3 		$736K Buy
29,093
+247
+0.9% +$6.44K 0.03% 506
2022
Q2 		$715K Buy
+28,846
New +$690K 0.03% 507

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

Snowden Capital Advisors's CVBF Position: Q4 2025 in Review

Snowden Capital Advisors sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 26,275 shares — an estimated $497K sold.

Snowden Capital Advisors first reported a position in CVBF in Q2 2022 and held it in 8 quarters. The position peaked at $750K in Q3 2023. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Snowden Capital Advisors reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • Snowden Capital Advisors sold 26,275 CVB Financial shares in Q4 2025, an estimated $497K.
  • Snowden Capital Advisors first reported a position in CVB Financial in Q2 2022 and held it in 8 quarters.
  • Snowden Capital Advisors's CVB Financial position peaked at $750K in Q3 2023.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Snowden Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.