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Steve Schonfeld’s CVB Financial CVBF Stock Holding History

Steve Schonfeld’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
-14,540
Closed -$268K – 2125
2025
Q1 		$268K Buy
+14,540
New +$290K ﹤0.01% 1836
2023
Q1 		– Sell
-1,104,363
Closed -$28.4M – 2189
2022
Q4 		$28.4M Sell
1,104,363
-135,955
-11% -$3.7M 0.24% 109
2022
Q3 		$31.4M Sell
1,240,318
-399,719
-24% -$10.4M 0.26% 84
2022
Q2 		$40.7M Buy
1,640,037
+628,426
+62% +$15M 0.39% 40
2022
Q1 		$23.5M Buy
1,011,611
+467,254
+86% +$10.8M 0.21% 99
2021
Q4 		$11.7M Buy
544,357
+336,657
+162% +$6.9M 0.11% 253
2021
Q3 		$4.23M Sell
207,700
-133,572
-39% -$2.64M 0.04% 485
2021
Q2 		$7.03M Buy
+341,272
New +$7.45M 0.07% 374
2020
Q1 		– Sell
-17,100
Closed -$369K – 1215
2019
Q4 		$369K Buy
+17,100
New +$362K 0.01% 875
2019
Q3 		– Sell
-10,600
Closed -$223K – 1053
2019
Q2 		$223K Buy
+10,600
New +$226K 0.01% 862

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Steve Schonfeld's CVBF Position: Q2 2025 in Review

Steve Schonfeld sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 14,540 shares — an estimated $268K sold.

Steve Schonfeld first reported a position in CVBF in Q2 2019 and held it in 10 quarters. The position peaked at $40.7M in Q2 2022. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • Steve Schonfeld reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
  • Steve Schonfeld sold 14,540 CVB Financial shares in Q2 2025, an estimated $268K.
  • Steve Schonfeld first reported a position in CVB Financial in Q2 2019 and held it in 10 quarters.
  • Steve Schonfeld's CVB Financial position peaked at $40.7M in Q2 2022.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.