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Spire Wealth Management’s CVB Financial CVBF Stock Holding History

Spire Wealth 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
2025
Q2 		– Sell
-63
Closed -$1.16K – 2412
2025
Q1 		$1.16K Sell
63
-14
-18% -$279 ﹤0.01% 2364
2024
Q4 		$1.65K Hold
77
– – ﹤0.01% 2286
2024
Q3 		$1.37K Buy
+77
New +$1.37K ﹤0.01% 2057
2024
Q2 		– Sell
-29
Closed -$517 – 2239
2024
Q1 		$517 Hold
29
– – ﹤0.01% 2296
2023
Q4 		$551 Sell
29
-38
-57% -$674 ﹤0.01% 2350
2023
Q3 		$1.11K Buy
+67
New +$1.14K ﹤0.01% 2234
2021
Q2 		– Sell
-2,400
Closed -$56K – 2653
2021
Q1 		$56K Buy
+2,400
New +$52.2K ﹤0.01% 1673

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Spire Wealth Management's CVBF Position: Q2 2025 in Review

Spire Wealth Management sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 63 shares — an estimated $1.16K sold.

Spire Wealth Management first reported a position in CVBF in Q1 2021 and held it in 7 quarters. The position peaked at $56K in Q1 2021. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Spire Wealth Management reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 63 CVB Financial shares in Q2 2025, an estimated $1.16K.
  • Spire Wealth Management first reported a position in CVB Financial in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's CVB Financial position peaked at $56K in Q1 2021.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.